Geoffrey Burke is a registered investment advisor at Northwest Asset Management, based in Franklin, TN, with 32 years of industry experience. Geoffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,776 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees are negotiable and have a maximum annual rate of 1.75%. Actual fees may differ based on relationship size, services needed, investment strategy, and trading activity.
Fee Estimator
Location
Franklin, TN
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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 Activities
Geoffrey owns a farm and winery in Hood River, OR, through Mosier LLC since 2015. He dedicates minimal time to this investment-related activity.
Employment History
Current Registrations
Northwest Asset Management
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
William Blair & Company L.L.C.
William Blair & Company L.L.C.Broker
Robertson, Stephens & Company, L.P.Broker
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.
Exams
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