Jennifer Burke is a registered investment advisor at Radix Wealth, based in Scottsdale, AZ, with 4 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 76 clients with $62M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.95% |
| $500K+ | 0.85% |
Fees are negotiable. Clients who use First Trust for direct indexing will pay additional asset-based fees of 0.30% per year, and will be subject to an annual per account minimum of $1,500 assessed by First Trust.
Fee Estimator
Location
16220 N Scottsdale Rd, Suite 300, Scottsdale, AZ, 85254
Get directionsHistory
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 ActivitiesSells Insurance
Jennifer is an insurance producer with various companies and agencies since 2021. She also owns Kierland Insurance Services, LLC, a licensed insurance agency, since April 2024, dedicating minimal time to these activities.
Employment History
Current Registrations
Radix Wealth
Previous Registrations
The Boyle Group Wealth Management
State Registrations3 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.