KB
CFA
KB
CFA

Katherine Duffy Burke

18 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
73 clients
Average Client Portfolio
$86.6M average
Assets Under Management
$6.3B

Fee Structure

Minimum Investment:$25M
Minimum Annual Fee:$150,000
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Location

55 Old Bedford Rd, Suite 302, Lincoln, MA, 01773

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Franklin Distributors, LLC
July 2021 - Present · 4 yrs 7 mos
Franklin Distributors, LLCBroker
July 2021 - Present · 4 yrs 7 mos
Fiduciary Trust International, LLC
October 2012 - Present · 13 yrs 4 mos
Previous Registrations
Franklin Templeton Financial Services CORP.Broker
June 2021 - July 2021 · 1 mo
Funds Distributor, LLCBroker
May 2007 - June 2012 · 5 yrs 1 mo
State Registrations6 states
CACODEMAMNNY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.