Terrence Burke is a registered investment advisor at Trader Wealth Management, LLC, based in Barrington, IL, with 9 years of industry experience. Terrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 85 clients with $100M 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 $100K | 2.30% |
| $100K - $250K | 2.30% |
| $250K - $500K | 2.05% |
| $500K - $750K | 1.80% |
| $750K - $1.2M | 1.55% |
| $1.3M - $2.0M | 1.30% |
| $2.0M - $5.0M | 1.05% |
| $5.0M - $25.0M | 1.05% |
| $25M+ | 0.80% |
The annual fee for an Investment Management Agreement is negotiable and will generally be less than the maximum client fee.
Fee Estimator
Location
600 Hart Road, Suite 145, Barrington, IL, 60010
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 Activities
Terrence receives consulting compensation from DBXPainting, a company owned by his brother, dedicating a few hours per week. He also receives compensation for creating daily Corn volume and open interest reports for PJQ Options, spending minimal time on this activity.
Employment History
Current Registrations
Trader Wealth Management, LLC
State Registrations1 state
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