John Burke
John Burke is a registered investment advisor at Total Wealth Planning and Management, INC., based in Ponte Vedra, FL, with 31 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 414 clients with $240M 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 $500K | 1.50% |
| $500K - $1.0M | 1.40% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable depending on client needs and situation complexity. Certain complex situations may be charged a maximum fee of 2.00%.
Fee Estimator
Location
Ponte Vedra, FL
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2001Employment History
Current Registrations
Total Wealth Planning and Management, INC.
Previous Registrations
Starboard Asset Management, INC.
Raymond James Financial Services
Citigroup Global Markets INC.
State Registrations2 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
More Advisors
- William Tomes, CFPTotal Wealth Planning and Management, INC.
- Bryan Fazio, CFPWells Fargo Advisors
- Adam Drake, CFAHighland Investment Advisors LLC
- David Boardman, CFPDiablo Investment Advisors, LLC
- John Dondero, CFPCambridge Investment Research Advisors, INC.
- Michael Mcalpin, CFPIntellicapital Advisors LLC