Dorothy Burke

3 Years of Experience

Salisbury, MD

1 Disclosure

Dorothy Burke is a registered investment advisor at Riverview Asset Management, INC., based in Salisbury, MD, with 3 years of industry experience. Dorothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 35 clients with $26M in assets under management.

Riverview Asset Management, INC.

Compensation

Fee-Only (% of Portfolio)

Firm Size

1 advisor

Number of Clients

35 clients

Average Client Portfolio

$755K average

Assets Under Management

$26.4M

Fee Structure

Investment management only (planning not offered)

Portfolio-Based Fees (Flat)

Portfolio Value	Annual Fee
Any	1.25%

Fee ranges from 0.75% to 1.25% depending on the market value of your assets under management, the type and complexity of the asset management services provided, as well as the level of administration requested either directly or assumed by the client. Fee is negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

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Location

Salisbury, MD

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

November 2003

Settled

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Employment History

Current Registrations

Riverview Asset Management, INC.

March 2022 - Present · 4 yrs 2 mos

State Registrations1 state

Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams

No exam information available for this advisor.

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