John Burke
John Burke is a registered investment advisor at Total Wealth Planning and Management, INC., based in Ponte Vedra, FL, with 30 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 365 clients with $200M 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 $500K | 1.50% |
| $500K - $1.0M | 1.40% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
These fees are for the Traditional Over Top Service Platform. Fees are negotiable. For certain complex situations a maximum fee of 2% may be charged. The eOver the Top Service Platform (electronic only) has a different fee schedule: Below $3,335: $25 flat fee; $3,336 - $50,000: 0.75% per year; $50,001 - $99,999: 0.50% per year.
Fee Estimator
Location
Ponte Vedra, FL
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2001Employment History
Current Registrations
Total Wealth Planning and Management, INC.
Previous Registrations
Starboard Asset Management, INC.
Raymond James Financial Services
Citigroup Global Markets INC.
State Registrations2 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.