Alexandra Burke is a CFP-designated registered investment advisor at Focus Financial, LLC, based in Belmont, MA, with 19 years of industry experience. Alexandra 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, Insurance Planning, and 1 more. Their firm serves 18 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Focus Financial does not manage investments or take custody of client assets. They provide investment recommendations as part of the financial planning process, but clients are responsible for implementing and monitoring their own investments.
Location
Belmont, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Focus Financial, LLC
State Registrations1 state
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