Jeffrey Burke
Jeffrey Burke is a CFP-designated registered investment advisor at Compass Advisors, based in Melville, NY, with 6 years of industry experience. Jeffrey 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. Their firm serves 528 clients with $770M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Compass Advisors manages investments for a fee based on the value of your portfolio. The annual fee can be up to 2.00% of the portfolio value, depending on the complexity of the services, the amount of assets managed, and the overall relationship. Fees are negotiable.
Location
155 Pinelawn Road, Suite 210 N, Melville, NY, 11747
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Regulatory History (1)
Customer Dispute
October 2007Other Business ActivitiesSells Insurance
Jeffrey sells insurance, dedicating about 10% of his time to this activity. He also serves as Treasurer/Trustee of Deer Pen Homeowners Association (minimal time) and owns The SUMP LLC (a few hours per week).
Employment History
Current Registrations
Compass Advisors
Previous Registrations
Fusion Analytics Investment Partners LLC
State Registrations1 state
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.