Corrin Burke
Corrin Burke is a CFP-designated registered investment advisor at Successful Wealth Strategies, LLC, based in Canton, CT, with 25 years of industry experience. Corrin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 168 clients with $44M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fee Estimator
Location
Canton, CT
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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 ActivitiesSells Insurance
Corrin is the treasurer for the charity Love Has A Home, dedicating minimal time per month. She is also a licensed insurance agent and may offer clients advice or products from this activity, which presents a potential conflict of interest.
Employment History
Current Registrations
Successful Wealth Strategies, LLC
Previous Registrations
Conscious Capital Wealth Management, LLC
J.W. Cole Financial, INC.Broker
J. W. Cole Advisors, INC.
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Metropolitan Rose Financial Services LLCBroker
State Registrations5 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.