Kevin Bourke is a CFP, ChFC-designated registered investment advisor at Bourke Wealth Management, based in Santa Barbara, CA, with 35 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 97 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bourke Wealth Management offers Comprehensive Portfolio Management services. The annual fee will not exceed 2.25%. Fees are negotiable and are deducted from client accounts quarterly in advance. For clients whose portfolios incorporate third-party money managers, sub-advisors, and/or separately managed accounts, the fee paid to the third party is separate and in addition to the advisory fee paid to Bourke Wealth Management.
Location
222 East Canon Perdido Street,, Suite 305, Santa Barbara, CA, 93101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kevin writes and sells compliance-approved books to promote his wealth management practice. This activity takes minimal time.
Employment History
Current Registrations
Bourke Wealth Management
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Salomon Smith Barney INC.Broker
Prudential Securities IncorporatedBroker
The Trading Desk, INC.Broker
Monterey Bay Securities, INC.Broker
Shearson Lehman Hutton INC.Broker
The Trading Desk, INC.Broker
First State Investments, INC.Broker
First Investment Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.