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Burns & Company have?","answer":"James J. Burns & Company has 627 clients and manages $1.25 billion for them, as of September 2026. They include 337 individual clients, 280 high-net-worth individuals, and 10 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 22 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does James J. Burns & Company offer?","answer":"James J. Burns & Company provides financial planning, portfolio management for individuals and small businesses, estate planning, insurance, and philanthropic 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 James J. Burns & Company charge?","answer":"James J. Burns & Company charges 1.00%–1.25% a year for its Investment Management Services. The fee is billed in arrears, is negotiable and requires an account of at least $1,000,000.","source":"J.J. BURNS & COMPANY AMENDED FORM ADV, PART 2A, filed 22 September 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does James J. Burns & Company use?","answer":"James J. Burns & Company’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $1.23B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does James J. Burns & Company have?","answer":"James J. Burns & Company has 6 investment adviser representatives registered with state securities authorities, out of 16 employees, and 8 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 employees are 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 James J. Burns & Company invest in?","answer":"At the end of its last fiscal year, James J. Burns & Company’s separately managed accounts held 82% registered funds (mutual funds, ETFs, BDCs), 6% cash and equivalents, 5% exchange-traded equities, 3% state and local bonds, 2% U.S. government and agency bonds, 1% investment grade corporate bonds and 1% derivatives.","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 James J. Burns & Company have a minimum investment?","answer":"Yes, James J. Burns & Company’s minimum account size for its Investment Management Services is $1M.","source":"J.J. BURNS & COMPANY AMENDED FORM ADV, PART 2A, filed 22 September 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns James J. Burns & Company?","answer":"James J. Burns & Company’s direct owner is James Burns (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 22 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does James J. Burns & Company get paid?","answer":"James J. Burns & Company is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact James J. Burns & Company?","answer":"James J. 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