Vortalis Wealth Management is a registered investment advisor founded in January 2026 and located in El Dorado Hills, California. The firm is led by Paul Burke and offers personalized investment management and project-based financial planning services to individuals, families, and high-net-worth clients. Vortalis Wealth Management builds customized investment portfolios using stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents, incorporating strategies like Modern Portfolio Theory, fundamental and technical analysis, and socially responsible investing upon request. For financial planning, Vortalis Wealth Management covers a wide range of topics including retirement planning, business planning, cash and debt management, college savings, employee benefits, estate planning, insurance analysis, and tax strategies. The firm operates as a fee-only advisor, meaning it is compensated solely by client fees and does not sell commission-based products. Portfolios are managed on a discretionary basis through third-party custodians such as Charles Schwab & Co.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.90% |
| $4M+ | 0.75% |
Fees are negotiable and calculated quarterly in advance based on a blended tier structure.