Michael Burke is a CFP, ChFC-designated registered investment advisor at Sanctuary Advisors, LLC, based in Southbury, CT, with 19 years of industry experience. Michael 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 17,567 clients with $28B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sanctuary Advisors' fees for investment management are calculated as a percentage of the total market value of the assets managed by your investment advisor representative. The maximum fee is 2.75% of your portfolio. Fees are negotiated individually. Clients may participate in a wrap fee program, which includes management, brokerage, custodial fees, and other related costs.
Location
555 Heritage Road, Suite 2W, Southbury, CT, 06488
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Sanctuary Advisors, LLC
Previous Registrations
Lido
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Eagle Strategies LLC
Nylife Distributors LLCBroker
Prudential Annuities Distributors, INCBroker
Ast Investment Services, INC.
Nationwide Securities, LLC
Nationwide Securities, LLCBroker
Touchstone Advisors INC
Touchstone Securities, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations1 state
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