Bourke Wealth Management
Santa Barbara, California
Bourke Wealth Management, a reputable investment advisory firm, operates from its headquarters in Santa Barbara, CA. With a single office, this small yet distinguished firm is dedicated to providing exceptional investment advisory services. With a total of three employees, Bourke Wealth Management boasts a team of experienced professionals who are committed to helping their clients achieve their financial goals. On average, each investment advisor at Bourke Wealth Management oversees an impressive $35,850,000 in assets under management. The firm offers a diverse compensation structure to meet their clients' needs, including a per...
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Assets Under Mgmt

$107.56M

Investment Professionals

3

Locations

0

% 401K & Individual

18%

% Discretionary

99%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
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