Tracy Burke is a CFP, ChFC-designated registered investment advisor at Conrad Siegel Investment Advisors, based in Harrisburg, PA, with 18 years of industry experience. Tracy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 570 clients with $12B 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 | 0.90% |
For individual clients, the annual fee is up to 0.90% of assets under management. Siegel Select Portfolios program charges 0.25% with a $240 minimum annual fee per account. Fees are negotiable based on factors such as anticipated future assets and account composition.
Fee Estimator
Contact
Tracy Burke
Location
501 Corporate Circle, Harrisburg, PA, 17110
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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
Conrad Siegel Investment Advisors
Previous Registrations
Lincoln Financial Advisors Corporation
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.
Exams
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