Burlingame Wealth Management provides investment management services to long-term investors, using diversified portfolios and passive investment strategies. They advise on various securities, including stocks, bonds, mutual funds, and ETFs. The firm also offers financial planning advice covering retirement, estate, college funding, and insurance. Client portfolios are reviewed quarterly and managed on a non-discretionary basis, requiring client approval for all investments.
Assets Under Management$83M
Clients34
Advisors1
Avg. per Client$2.4M
Avg. per Advisor$83M
Fee Structure
Minimum Investment:$750K
Investment management only (planning not offered)
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 negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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