Burke Lodge
Burke Lodge is a registered investment advisor at Ameriprise Financial Services, LLC, based in Boise, ID, with 10 years of industry experience. Burke operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
3295 W Elder St Ste 205, Boise, ID, 83705
Get directionsHistory
Regulatory History (1)
Criminal
July 2005Other Business Activities
Burke is employed by Fulcrum Wealth Management Group. This investment-related activity takes about a quarter of his time, including time during trading hours.
Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
Selway Asset Management, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan StanleyBroker
State Registrations13 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.