Steven Burge is a CFP-designated registered investment advisor at Burge Financial, based in Sacramento, CA, with 20 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 67 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Burge Financial charges a percentage of the assets they manage for investment management services, up to 2.50% annually. This fee is billed quarterly in advance, based on the value of your account on the last day of the previous quarter. The fee is negotiable depending on your circumstances. Family accounts may be combined to potentially reduce the fee.
Location
2000 L Street, Suite 100, Sacramento, CA, 95811
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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
Burge Financial
Previous Registrations
LPL Financial LLC
Ameriprise Financial Services, 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.