Caroline Burke is a registered investment advisor at Laurel Oak Wealth Management, LLC, based in Marlton, NJ, with 9 years of industry experience. Caroline operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 4,525 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Laurel Oak's annual investment management fee, which includes financial planning, is based on the total value of your investments. The fee can range up to 2.0% annually, charged monthly. Fees can be structured as a flat percentage, a flat dollar amount, or a tiered schedule.
Location
525 Nj-73, Suite 200, Marlton, NJ, 08053
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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
Caroline is involved in account servicing through CMRLK, LLC since January 2024. This activity requires minimal time.
Employment History
Current Registrations
Laurel Oak Wealth Management, LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations2 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.