Olivia Bourke is a CFP-designated registered investment advisor at Bourke Wealth Management, based in Santa Barbara, CA, with 2 years of industry experience. Olivia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 97 clients with $140M in assets under management.
Compensation
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Fee Structure
Bourke Wealth Management offers Comprehensive Portfolio Management services. The annual fee will not exceed 2.25%. Fees are negotiable and are deducted from client accounts quarterly in advance. For clients whose portfolios incorporate third-party money managers, sub-advisors, and/or separately managed accounts, the fee paid to the third party is separate and in addition to the advisory fee paid to Bourke Wealth Management.
Location
222 East Canon Perdido Street,, Suite 305, Santa Barbara, CA, 93101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Bourke Wealth Management
State Registrations2 states
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