Nicholas Burke
Nicholas Burke is a registered investment advisor at Heirloom Wealth Management LLC, based in Greenwood Village, CO, with 21 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 725 clients with $830M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Heirloom Wealth Management charges a fee based on a percentage of the assets they manage. The maximum fee is 1.75%. For some clients, HWM offers a flat fee ranging from $1,000 to $20,000 depending on the level of engagement. Fees are calculated on the average monthly balance of the account and billed monthly in arrears. The firm may negotiate a lower advisory fee or waive the minimum fee. Employees and their family related accounts are charged a reduced fee.
Location
6400 S Fiddlers Green Circle, Suite 1970, Greenwood Village, CO, 80111
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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
Nicholas is an insurance agent selling life, health, and fixed annuities, dedicating about 10-20% of his time to this activity. He is also a managing member of Stratum Wealth Management Inc. (bookkeeping/payroll), Stratum Realty, LLC (personal real estate investments), and 8083 Waterfowl, LLC (personal investments), dedicating minimal time to each.
Employment History
Current Registrations
Heirloom Wealth Management LLC
Previous Registrations
Jackson National Life Distributors LLCBroker
State Registrations1 state
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