Lindsay Bourkoff
Lindsay Bourkoff is a CFP-designated registered investment advisor at Shrier Wealth Management, LLC, based in Modiin-Maccabim-Reut, with 20 years of industry experience. Lindsay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 8 more. Their firm serves 158 clients with $390M 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 | 1.50% |
Maximum annual fee is 1.50% for asset management and comprehensive portfolio management. Donor-advised fund management has a maximum annual fee of 1.00%. Fees are negotiable.
Fee Estimator
Location
Modiin-Maccabim-Reut
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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 →Employment History
Current Registrations
Shrier Wealth Management, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
J.P. Morgan Securities INC.Broker
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.