Burke Wealth Management (BWM) offers portfolio management to clients, mainly on a discretionary basis. BWM works with clients to understand their goals, risk tolerance, and financial situation. The firm uses a Focused Growth Strategy, investing in high-quality companies with long-term growth potential. For clients with shorter time horizons, a Balanced Growth strategy is available, combining equity holdings with corporate bonds. BWM also acts as a sub-advisor to an exchange-traded fund (ETF).
Assets Under Management$95M
Clients73
Advisors5
Avg. per Client$1.3M
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
BWM may waive or reduce asset management fees for employees, family members, and affiliates.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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