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Michael Burke

Monere Wealth Management, INC.
37 Years of Experience
1 DisclosureBroker
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Michael Burke is a registered investment advisor at Monere Wealth Management, INC., based in Schaumburg, IL, with 37 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 2 more. Their firm serves 500 clients with $310M in assets under management.

Monere Wealth Management, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
500 clients
Average Client Portfolio
$624K average
Assets Under Management
$312.0M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Maximum fee is 3.00%. All fees are negotiable. Minimum household portfolio value of $50,000 ($25,000 for Mutual funds and ETFs) and a minimum quarterly fee of $250.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

20 N. Martingale Road, Suite 450, Schaumburg, IL, 60173

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History

Regulatory History (1)
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Regulatory
January 1990
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Monere Wealth Management, INC.
May 2015 - Present · 10 yrs 11 mos
Monere Investments, INC.Broker
May 2015 - Present · 10 yrs 11 mos
Previous Registrations
David A. Noyes & Company
August 2008 - June 2015 · 6 yrs 10 mos
David A. Noyes & CompanyBroker
March 1996 - June 2015 · 19 yrs 3 mos
Laughlin Group Advisors, INC.Broker
November 1993 - March 1996 · 2 yrs 4 mos
Abn Amro Investment Services, INC.Broker
February 1993 - November 1993 · 9 mos
Gna Securities, INC.Broker
February 1991 - January 1993 · 1 yr 11 mos
Invest Financial CorporationBroker
March 1989 - December 1990 · 1 yr 9 mos
Allied Capital Group, INC.Broker
October 1988 - February 1989 · 4 mos
Graystone Nash, INC.Broker
July 1988 - November 1988 · 4 mos
State Registrations16 states
ARCACOFLILINLAMINCNVOHSCTNTXWAWI
AdvisorBrokerBoth

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.