Joanne Burke is a CFP, PFS-designated registered investment advisor at Birch Street Financial Advisors, based in Vienna, VA, with 7 years of industry experience. Joanne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 3 more. Their firm serves 30 clients with $64M 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 $1.0M | 0.95% |
| $1.0M - $2.5M | 0.80% |
| $2.5M+ | 0.70% |
Fees may be negotiable. For household accounts valued from $200,000 to $400,000, there may be a minimum annual advisory fee of $4,000. For household account values under $200,000, BSFA will charge 2% of managed assets.
Fee Estimator
Contact
Joanne Burke
Location
Vienna, VA
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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
Joanne is the Managing Member of Joanne Ehreth Burke CPA PLLC, providing tax compliance and consulting services to individuals, trusts, and estates. This activity takes about half of Joanne's time.
Employment History
Current Registrations
Birch Street Financial Advisors
Previous Registrations
Avantax Advisory Services
State Registrations2 states
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