CB
CFP
CB
CFP

Christopher Burke

14 Years of Experience
Bloomfield Hills, MI

Christopher Burke is a CFP-designated registered investment advisor at Azimuth Capital Management, based in Bloomfield Hills, MI, with 14 years of industry experience. Christopher 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, Investment Management, and 1 more. Their firm serves 403 clients with $3.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
403 clients
Average Client Portfolio
$9.5M average
Assets Under Management
$3.8B

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.00%
$5.0M - $25.0M0.75%
$25M+0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

200 East Long Lake Road, Suite 160, Bloomfield Hills, MI, 48304

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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
Azimuth Capital Management
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
M Holdings Securities, INC.Broker
March 2017 - August 2023 · 6 yrs 5 mos
M Holdings Securities, INC.
March 2017 - August 2023 · 6 yrs 5 mos
Mainstay Capital Management, LLC
June 2014 - February 2017 · 2 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2011 - May 2014 · 2 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2011 - May 2014 · 2 yrs 7 mos
State Registrations1 state
MI
Advisor

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
No exam information available for this advisor.