Thomas Burke
Thomas Burke is a registered investment advisor at Novem Group, based in Rochester, NY, with 9 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 3,653 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $1.0M | 2.00% |
| $1.0M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Fees are negotiable depending on client needs and complexity.
Fee Estimator
Location
100 Linden Oaks, Suite 205, Rochester, NY, 14625
Get directionsHistory
Regulatory History (2)
Judgment / Lien
October 2019Employment Separation After Allegations
July 2009Other Business ActivitiesSells Insurance
Thomas works as an insurance agent, which is not investment-related. This activity requires a few hours per week.
Employment History
Current Registrations
Novem Group
State Registrations4 states
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.