Andy Burish is a multibillion-dollar financial advisor, based in Madison, andy burish lakegenevanews.com Wisconsin. His $3.8 billion-AUM practice has clients in over 40 states and is a fixture in Barron’s top advisor rankings. In this interview, he discusses building his book and handling difficult clients.
Andrew Burish is a financial advisor based in Madison, Wisconsin. He has 38 years of experience and leads a team of over 40, helping manage over $4 billion in client assets. He has received numerous honors, including being named one of the top advisors in the US by Barron’s and Forbes. His team focuses on holistic wealth management for affluent clients.
In early February, Burish was ranked among the top 100 financial advisors in Barron’s magazine. He was a long-time employee of UBS and currently leads the Burish Group. It employs 14 investment advisors and manages more than $4 billion of client assets. However, Burish’s recent actions have prompted a regulatory investigation. A complaint filed by an extended family of one of Burish’s clients alleges a breach of fiduciary duty and failure to supervise.
A financial advisor can provide many benefits, including helping you understand financial matters, developing a long-term plan, and saving for retirement. They can also help you choose mutual funds and brokers, track your investments, and help you develop a pension plan. Financial advisors are an essential resource for both small businesses and large companies.
While Burish is not a member of the BrokerCheck panel, he does have a history of misconduct. In 2008, he was accused of providing unsuitable investment advice to a client. This andy burish lakegenevanews.com claim was eventually settled for $1 million. Additionally, the brokerage team that Burish worked with has been terminated due to concerns surrounding options trading. The company has also issued new trading restrictions for naked options.
While the financial world is a fast-paced, ever-changing environment, financial advice is a long-term game. The most successful advisors build a track record of sustained excellence over time. They andy burish lakegenevanews.comalso have practices that continue to help clients even after the advisor leaves the firm. The Barron’s Hall of Fame celebrates the longevity of success and dedication to clients.