Michael Burke
Michael Burke is a registered investment advisor at Bolton Global Asset Management, based in Houston, TX, with 45 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 7,365 clients with $8.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum fee is 2.50% of assets under management. Fees are negotiable.
Fee Estimator
Location
12510 Cutten Road, Houston, TX, 77066
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2010Other Business Activities
Michael is an Investment Advisor Representative and Managing Partner at Bainbridge Financial Services, LTD, dedicating full-time hours to this role. He also co-owns Champions Golf Club, spending about a quarter of his time making high-level decisions for the club.
Employment History
Current Registrations
Bolton Global CapitalBroker
Bolton Global Asset Management
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Lockwood Financial Services, INC
Lockwood Financial Services, INC.Broker
Prudential Securities IncorporatedBroker
State Registrations13 states
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.
Exams
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