Regina Burks
Regina Burks is a CFP-designated registered investment advisor at Missionsquare Wealth Management, based in Murrieta, CA, with 16 years of industry experience. Regina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.70% |
| $100K - $500K | 0.65% |
| $500K - $1.0M | 0.60% |
| $1M+ | 0.55% |
This fee schedule is for the Unified Managed Account (UMA) Program. The Digital Adviser program has a flat fee of 0.40%. Fees are non-negotiable, but may be aggregated across household accounts. Up to 1% of your account will be held in a cash sweep vehicle and excluded from the wrap fee.
Fee Estimator
Location
Murrieta, CA
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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 Activities
Regina volunteers as the Event Chair for Powderhorn Elementary PTO, a non-investment related charitable organization supporting the school. She spends about 10-20% of her time for 6 months of the year and minimal time during securities trading hours raising capital and coordinating fundraising events.
Employment History
Current Registrations
Missionsquare Wealth Management
Missionsquare Wealth ManagementBroker
Missionsquare Retirement
Missionsquare Wealth Management
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
A I M Distributors, INC.Broker
State Registrations51 states
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