Richard Mcburney is a registered investment advisor at Core Financial Advisors, based in San Bernardino, CA, with 7 years of industry experience. Richard 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 249 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
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Fee Structure
CORE Financial Advisors offers investment management through Comprehensive Portfolio Management and Institutional Intelligent Portfolios. The maximum fee for Comprehensive Portfolio Management is 1.50% of assets managed. The maximum fee for Institutional Intelligent Portfolios is 1.00% of assets managed. Fees are billed quarterly in advance and are negotiable.
Location
301 East Vanderbilt Way, Suite 230, San Bernardino, CA, 92408
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Core Financial Advisors
State Registrations1 state
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