Burlingame Wealth Management, LLC

The firm provides portfolio management and financial planning to individuals, high‑net‑worth clients, and a pooled investment vehicle, operating as a small independent adviser with a single principal and limited staff. It generally charges percentage‑of‑AUM advisory fees and uses a third‑party account administrator to handle back‑office functions and trade execution relationships.

The firm follows an evidence‑based, long‑term investment approach that relies on broadly diversified institutional mutual funds and ETFs (including strategies from Dimensional Fund Advisors) and documents client goals and target allocations in written investment policy statements with quarterly rebalancing. Client accounts are managed on a non‑discretionary basis, so material portfolio changes are implemented only with client authorization and clients are expected to be actively engaged in allocation decisions and updates.

What is distinctive about the firm is its affiliation with the principal’s separate law practice and its role as a sub‑adviser to a private pooled fund, where it provides advisory services for designated assets and receives a portion of the Fund’s management fees and incentive allocation while disclosing conflict‑of‑interest mitigations (including not charging clients advisory fees on assets invested in the Fund). The firm also reports that essentially all regulatory AUM is non‑discretionary, an uncommon arrangement among independent peer firms, and manages a small number of client relationships with relatively large aggregate assets.