Thomas Burke
Thomas Burke is a CFP, ChFC-designated registered investment advisor at Private Client Services, LLC, based in Golden, CO, with 34 years of industry experience. Thomas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,765 clients with $1.4B 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 | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable based on client complexity and relationship size. Third-party manager marketplace adds 0.15% to 1.00% subscription fees. American Funds F2 program charges 0.25% to 1.00% flat rate.
Fee Estimator
Location
14143 Denver West Pkwy., Suite 100, Golden, CO, 80401
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Thomas owns rental real estate, is an insurance agent, and is President of MV High Performance LLC, a staffing and management company. He also manages Syntegra Private Wealth Group as CEO, taking nearly full-time hours, and is involved in several other business ventures including real estate investing, private equity, branch management, auto storage, and tax services.
Employment History
Current Registrations
Private Client Services, LLCBroker
Syntegra Private Wealth Group LLC
Previous Registrations
Osaic Wealth, INC.Broker
Securities America, INC.Broker
Arbor Point Advisors
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations30 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.
Exams
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