Bourke Wealth Management offers investment management and financial planning services. They work with clients to understand their financial situation, goals, and risk tolerance. Bourke Wealth Management provides comprehensive portfolio management, financial planning & consulting, retirement plan consulting, and family office concierge services. Investment advice is tailored to individual client needs.
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.