Frequently Asked Questions

What are the fees charged for my transactions?

Burlington Alliance Capital Management operates as a fee based advisory firm. The fee will vary based on total amount invested. Our goal is to prove our worth as we do better when you do better. There are no trading fees charged for investments associated with your account only a flat fee arrangement.

How do I know if investing is right for me?

Investing is important for people that wish to build a healthy financial future. Burlington Alliance Capital Management is right for you if you want an investment strategy built and managed by investment professionals in a portfolio and strategy constructed specifically for you based on your goals.

Investing seems complicated. How do I get started?

With Burlington Alliance Capital Management, we will first determine what you want to achieve with your investing – short term investing, long term investing, and your overall objectives and goals. From there, we will build a portfolio based around your risk tolerance to achieve the best strategy for your future. Contact us to start achieving your investment goals today!

Why should I work with a professional?

An investment professional will:

  • Take the time to understand your goals and objectives
  • Recommend investments that fit your specific needs
  • Analyze how changing economic and personal situations affect your portfolio
  • Deliver timely financial information
Why is risk tolerance important? How can I figure out what mine is?

Risk tolerance is a factor used to determine how much risk you are willing and able to take. This risk level is how we will construct and shape a portfolio best geared towards your needs and goals.

Burlington Alliance Capital Management will give you a questionnaire about your goals, objectives, time horizons, investment mindset, and more. We will use your answers to determine the risk tolerance for your goals and build a strategy based on the information you provided best suited towards your objectives.

Why is it crucial to be diversified?

Diversification helps protect you by minimizing the overall risk of potential losses in your portfolio. It is the same adage of “don’t have all your eggs in one basket”. This technique aims to maximize your return by investing in different areas to offset any downturn one investment may experience.

Bottom line: The broader your portfolio is, the likelier you are to weather a market storm and minimize your potential loss.

How often should I check my portfolio?

You can check your account as frequently or as little as you like. Once you're enrolled, you can track the performance of your portfolio on the client dashboard.

Is there a minimum investment balance?

Unlike many other investment firms, we do not have a minimum amount to be able to start investing! If you have been investing for 10+ years or just starting out, we can construct portfolios based on your needs to get you towards the retirement you are planning for.

What types of accounts can I open?

Burlington Alliance Capital Management offers a variety of account types for clients ranging from:

  • Individual brokerage account
  • Traditional IRA
  • Roth IRA
  • Inherited IRA
  • Self Directed Accounts
  • Business Accounts
  • Employer Sponsored Accounts

You can also roll over a 401(k) or other employer-sponsored retirement plans into one of our retirement planning accounts. Consider all of your choices and learn if a Rollover IRA may be the right fit for you.