Francis Burke
Francis Burke is a CFP, ChFC-designated registered investment advisor at M Holdings Securities, INC., based in Berwyn, PA, with 48 years of industry experience. Francis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 3,621 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
M Holdings Securities offers various investment management programs with different fee structures. Some programs have wrap fees that cover advisory, brokerage, and custodial services in one fee. Other programs charge advisory fees separately from brokerage and other costs. Fees are negotiable with your financial professional and vary depending on the program chosen and the amount of assets managed. The maximum fee for WealthPursuit Wrap Fee Programs is limited to 3%. MPP Wrap Program fees will not exceed 1.36% for accounts with at least $150,000 in assets. WealthPursuit Prime fees are limited to a maximum rate of 3%.
Location
1041 Old Cassatt Road, Berwyn, PA, 19312
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Regulatory History (2)
Customer Dispute
July 2024Customer Dispute
December 2013Other Business ActivitiesSells Insurance
Francis is a managing member of Perspective Financial Group, LLC, a pass-through entity. He is also a Senior Partner at Perspective Financial Group, an Alera Group Company, where he manages a team and advises clients on insurance, investments, and financial planning, dedicating nearly full-time hours to this role. Additionally, Francis is an Investment Advisor and Trust protector for The 2004 Christopher Burke Delaware Trust, spending minimal time on this activity.
Employment History
Current Registrations
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Previous Registrations
Mutual Service CorporationBroker
1717 Capital Management CompanyBroker
State Registrations31 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.