Burlingame Wealth Management is a registered investment advisor founded by David Magnuson in 2018, located in Burlingame, California. The firm builds broadly diversified, evidence-based investment portfolios primarily using institutional mutual funds and exchange-traded funds, such as those from Dimensional Fund Advisors. Burlingame Wealth Management focuses on long-term investing, avoiding market timing, and helping clients with retirement planning, estate planning, college funding, cash flow, insurance, and executive benefits. All client portfolios are managed on a non-discretionary basis, meaning investment recommendations require client approval before implementation. In addition to managing individual accounts, the firm has relationships with independent third-party administrators and provides sub-advisory services to a private pooled investment vehicle. Burlingame Wealth Management serves individuals, high-net-worth clients, and pooled investment vehicles, maintaining a minimum aggregate account balance requirement for new clients.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.65% |
| $2M+ | 0.45% |
Fees are calculated on a blended rate basis, billed quarterly in advance, and are negotiable.