Maureen Recker is a CFP-designated registered investment advisor at Bridgelane Financial, based in San Francisco, CA, with 10 years of industry experience. Maureen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 5 clients with $2.3M 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 | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable. Total annual advisory fees charged to the client will not exceed 3% of assets under management.
Fee Estimator
Location
One Sansome Street, Suite 3500, San Francisco, CA, 94104
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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
Maureen is involved in personal real estate investments, dedicating nearly full-time hours to manage the portfolio starting in 2025.
Employment History
Current Registrations
Bridgelane Financial
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
State Registrations1 state
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.