Advisor at Burne Financial Concepts, LLC
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Firm
Burne Financial Concepts, LLC
Location
Watertown, CT 06795
Credentials
CFP®, Series 63
Industry experience
31 years
Nathaniel Burne is a CFP® professional with 31 years of industry experience. He is the principal at Burne Financial Concepts, LLC, an independent advisory firm he has led since 2018. Prior to that, he worked for a decade at Cambridge Investment Research Advisors Inc. Outside of his advisory work, Burne serves as treasurer for the Watertown Volunteer Fire Department. Burne Financial Concepts manages approximately $113.7 million for about 144 clients, including individuals, high-net-worth clients, charitable organizations, and pension/profit-sharing plans. The firm offers discretionary investment management, financial planning, and retirement plan advisory services, emphasizing customized, primarily long-term portfolios that utilize low-cost diversified mutual funds and ETFs alongside selected individual securities.
Based on Burne Financial Concepts, LLC
$0 - $250,000: 1.50% $250,001 - $500,000: 0.85% $500,001 - $1,000,000: 0.75% $1,000,001 - $2,500,000: 0.65% $2,500,001 - $5,000,000: 0.55% Over $5,000,000+: 0.50%
Financial planning services at $200 to $350 per hour.
Fee-only: Financial planning services on an hourly basis ranging from $200 to $350 per hour, fees negotiable based on complexity and relationship.
51 Depot Street, Suite 105 B
Watertown, CT 06795
Connecticut · Florida · Louisiana · Texas
Burne Financial Concepts, LLC
2018 - Present (8 years)
Cambridge Investment Research Advisors Inc
2008 - 2018 (10 years)
Cambridge Investment Research, Inc
2008 - 2018 (10 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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