Fiduciary advisors in South Burlington, VT
6 registered advisers
Compared to Vermont's bigger cities, South Burlington's advisory market is compact: 6 SEC-registered fiduciary firms. 6 collect fees only, with no commission income.
BROADLAKE FINANCIAL MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$369M
Minimum--
Clients1,157
FARROW FINANCIAL INC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$280M
Minimum--
Clients573
INTRACK INVESTMENT MANAGEMENT, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$286M
Minimum--
Clients572
PATHWAY FINANCIAL ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$895M
Minimum--
Clients955
POULOS ADVISORS, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$150M
Minimum--
Clients319
QUANTUM LEAP CAPITAL, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$114M
Minimum--
Clients609