Christopher Burke
Christopher Burke is a CFP-designated registered investment advisor at Private Client Services, LLC, based in St. Louis, MO, with 33 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
680 Craig Road, Suite 201, St. Louis, MO, 63141
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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 ActivitiesSells Insurance
Christopher is involved in several outside business activities, including RBF Wealth Advisors (RIA) where he dedicates full-time hours, and Roman Butler Fullerton DBA, where he is paid as a sole proprietor for investments, insurance, and financial planning, also full-time. He also dedicates minimal time to the Jared Burke Foundation and The Covering House, and is involved in his wife's business and Wiser Advisor LLC.
Employment History
Current Registrations
Private Client Services, LLCBroker
Rbf Wealth Advisors
Previous Registrations
Triad Advisors LLCBroker
Renaissance Financial Corporate Education LLC
Securian Financial Services, INC.
Rf Advisors LLC
Securian Financial Services, INC.Broker
State Registrations7 states
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.