A complete list of active advisors currently associated with Burlingame Wealth Management, LLC
Warmer can help you find a great advisor at Burlingame Wealth Management, LLC or one who fits your needs even better.
Burlingame Wealth Management, LLC is an independent advisory firm that manages roughly $117 million for a small client base of individuals and high‑net‑worth households and also provides advisory services to a pooled investment vehicle. The firm offers portfolio management and financial planning advice covering areas such as retirement, estate planning, cash flow and tax-aware strategies. The firm follows an evidence‑based, long‑term investment approach, implementing broadly diversified portfolios using institutional mutual funds (including funds from Dimensional) and documented investment policy statements that specify target allocations and rebalancing guidelines. Client accounts are managed on a non‑discretionary basis—clients participate in allocation decisions and must approve deviations—and the firm uses an independent third‑party account administrator for trade execution, rebalancing and reporting. Distinctive features relative to peers include the firm’s role as a sub‑advisor and private fund adviser to a Delaware pooled investment vehicle, under which it receives a portion of management fees and potential incentive allocations for designated assets invested in the fund; the firm discloses this arrangement and that Designated Assets are treated differently for advisory fees. The firm’s principal also maintains a separate legal practice focused on estate planning and family law (occupying a substantial portion of the principal’s time), an affiliation the brochure discloses as a potential source of conflicts that the firm addresses in its disclosures.
To learn more about the advisors currently working at Burlingame Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Burlingame, CA
| 8
|
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