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They include 120 individual clients and 79 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 8 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Burns Matteson Capital Management offer?","answer":"Burns Matteson Capital Management provides financial planning, portfolio management for individuals and small businesses, selecting other managers, education planning, estate planning, insurance, philanthropic planning, retirement plan services, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Burns Matteson Capital Management charge?","answer":"Burns Matteson Capital Management charges 0.30%–1.00% a year for its Wealth Management and Investment Management Services. Each asset band is charged at its own rate. The fee is billed in advance, is not negotiable and requires an account of at least $2,000,000.","source":"BMCM - 2021 ADV PART IIA BROCHURE 03-26-2021, filed 2 April 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Burns Matteson Capital Management use?","answer":"Burns Matteson Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $365M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 8 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Burns Matteson Capital Management have?","answer":"Burns Matteson Capital Management has 6 investment adviser representatives registered with state securities authorities, out of 6 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Burns Matteson Capital Management invest in?","answer":"At the end of its last fiscal year, Burns Matteson Capital Management’s separately managed accounts held 54% registered funds (mutual funds, ETFs, BDCs), 33% exchange-traded equities, 4% U.S. government and agency bonds, 4% cash and equivalents, 2% state and local bonds, 2% derivatives and 1% other. The 1% other category is described as: Covered Call Options, Corporate Bonds 529 Accounts.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Burns Matteson Capital Management have a minimum investment?","answer":"Yes, Burns Matteson Capital Management’s minimum account size for its Wealth Management and Investment Management Services is $2M.","source":"BMCM - 2021 ADV PART IIA BROCHURE 03-26-2021, filed 2 April 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Burns Matteson Capital Management?","answer":"Burns Matteson Capital Management’s direct owners are William Burns (75% or more) and Donna Burns (5% to 10%).","source":"Form ADV Part 1A, Schedules A and B, filed 8 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Burns Matteson Capital Management get paid?","answer":"Burns Matteson Capital Management is paid through a percentage of assets under management, hourly charges and fixed fees. 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