Michael Burke is a registered investment advisor at Amb Financial LLC, based in Temecula, CA, with 1 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 16 clients with $4.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AMB Financial charges a flat annual fee for investment management services, paid quarterly in advance.
- $0 - $500,000: $1,000/year
- $500,001 - $1,000,000: $3,000/year
- Above $1,000,000: $5,000/year
Location
Temecula, CA
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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.
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Michael works as an orthodontist at Burke and Redford Orthodontists, Inc. since 2013, dedicating a few hours per week to diagnosing and correcting misaligned teeth.
Employment History
Current Registrations
Amb Financial LLC
State Registrations1 state
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.