Burns Matteson Capital Management

Wealth Management Firm in Corning, NY

Firm Info
Address: 42 E Market St, Corning, NY 14830, USA
Phone: (607) 937-9282

Firm Size
Assets Under Management: $330.1 million
# of Advisors: 6
# of Clients: 1,097
Client to Advisor Ratio: 183:1
Average Account Size: $300,943
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Burns Matteson Capital Management, LLC Overview

Burns Matteson Capital Management, LLC is a fee-only registered Investment Advisory firm that has been in the business since 2002, with its headquarters situated in Corning, NY. The firm provides investment advice only, with a clear focus on clients' financial planning and portfolio management, catering to individuals and small businesses alike. Burns Matteson Capital Management is proud to offer advisory services that are built around client interests, with a commission-free approach that ensures unbiased advice. The firm's portfolio management services are designed to minimize risk and optimize returns, aligning clients' goals with practical investment strategies. Burns Matteson helps its clients choose the right mix of financial products that are both effective and suitable to meet their long-term financial aspirations. The firm's advisors have extensive experience in providing efficient asset allocation, stock selection, and risk management insights, ensuring that clients' portfolios remain on track in both bull and bear market conditions. In addition to their in-house investment management services, Burns Matteson Capital Management LLC also selects other advisors to cater to clients' diverse financial needs. The firm provides access to a network of specialists in tax, estate planning, and insurance domains, ensuring its clients are well-equipped to deal with any financial issue that may arise. Burns Matteson Capital Management is committed to client satisfaction, with a proven track record of excellence in investment advisory services in both rising and falling markets.

Burns Matteson Capital Management, LLC is an esteemed financial firm that caters to diverse types of clients seeking investment and wealth management solutions. The firm's bespoke services are tailored to meet the needs of individuals, high net worth individuals, pension or profit sharing plans, and charitable organizations. Whether clients seek long-term investment strategies or require specific wealth management solutions, Burn Matteson Capital Management, LLC combines its expert knowledge with outstanding client service to deliver the desired outcomes. Clients of Burns Matteson Capital Management, LLC are offered a range of fee structures that suit their specific needs and the services they require. The firm's fee structures include percentage of assets under management, hourly, and fixed fees depending on the complexity of the case and the time required to complete it. The percentage of AUM fee structure is common for clients seeking long-term wealth management solutions, while the hourly fee structure is better suited for clients seeking specific financial advice or a one-off consultation. Fixed fees are often charged for specific projects such as estate planning and tax consulting and are calculated according to the scope and complexity of the case. With its flexible fee structures, Burns Matteson Capital Management, LLC ensures that all clients receive individualized attention and superior value for their investment.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for Burns Matteson Capital Management is typically $2 million for wealth management services, with a negotiated minimum for investment management only services. However, they may accept accounts under the $2 million minimum in certain circumstances, such as referrals from existing clients or clients with previous working relationships with any employee of Burns Matteson Capital Management. If they make an exception to accept a new wealth management relationship with an initial balance under $2 million of traditional (non-CSRP) assets, the investment management fee will be a minimum quarterly fee of $4,500.

How This Office Can Help Corning, NY Residents

Burns Matteson Capital Management is a team of financial experts who assist clients in Corning, NY with a variety of financial services. With over 20 years of experience in the industry, they understand the unique financial situations that people in Corning may be facing. For example, many residents in the area may be dealing with the high cost of living, medical expenses, and retirement planning. Burns Matteson Capital Management is well-equipped to help clients navigate these financial challenges and meet their financial goals. One of the key ways that Burns Matteson Capital Management assists clients is by offering personalized financial planning services. They work closely with each client to understand their individual financial situation, goals, and risk tolerance before developing a comprehensive financial plan. This may include investment management, retirement planning, tax planning, and estate planning, among other services. By taking a holistic approach to financial planning, Burns Matteson Capital Management helps clients gain confidence and peace of mind in their financial future.

To view the Minimum Investment and Fee Schedule for Burns Matteson Capital Management, LLC, visit their Part 2 Brochure.

Services Offered by Burns Matteson Capital Management, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.

Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Burns Matteson Capital Management, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Subscription (Newsletter or Periodical)
Performance-based Fees

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.

This Office Location

Firm location 42 E Market St, Corning, NY 14830, USA
Phone (607) 937-9282
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Other Office Locations

This firm has no other locations.

State Registrations

Burns Matteson Capital Management, LLC is registered to service clients in the following states:

  • Florida
  • New Hampshire
  • New Jersey
  • New York
  • North Carolina
  • Pennsylvania
  • Texas
  • Virginia

Disciplinary History

Burns Matteson Capital Management, LLC does not have any disclosures. Please visit it's Form ADV for more details.

Updated on March 31, 2023