John Lee
John Lee is a registered investment advisor at Bourke Wealth Management, based in Santa Barbara, CA, with 38 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 97 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bourke Wealth Management offers Comprehensive Portfolio Management services. The annual fee will not exceed 2.25%. Fees are negotiable and are deducted from client accounts quarterly in advance. For clients whose portfolios incorporate third-party money managers, sub-advisors, and/or separately managed accounts, the fee paid to the third party is separate and in addition to the advisory fee paid to Bourke Wealth Management.
Location
222 East Canon Perdido Street,, Suite 305, Santa Barbara, CA, 93101
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2002Customer Dispute
November 2000Other Business Activities
John is involved in real estate rental activities, including owning rental property and being a partner in Richards Investments (though currently not owning properties). He also operates Bourke Wealth Management as a DBA for his LPL business.
Employment History
Current Registrations
Bourke Wealth Management
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Shearson Lehman Hutton INC.Broker
E. F. Hutton & Company INCBroker
State Registrations1 state
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.