Bourke Wealth Management

Bourke Wealth Management is a Santa Barbara-based financial advisor firm established in 2018, specializing in providing investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, and pension and profit sharing plans. As a fiduciary, the firm is committed to acting in the best interest of clients. Services offered include Comprehensive Portfolio Management, Financial Planning & Consulting, Retirement Plan Consulting, and Family Office Concierge Services. The firm utilizes various investment strategies such as asset allocation, fixed income, individual stocks, mutual funds, bond funds, and cryptocurrency trusts. Bourke Wealth Management manages regulatory assets totaling $121,521,246.11 as of December 31, 2024, with a discretionary basis of $118,824,291.92 and a non-discretionary basis of $2,696,954.19. The firm charges a maximum annual fee of 2.25% for Comprehensive Portfolio Management services, with fees billed quarterly in advance. Clients are required to maintain a minimum account balance of $500,000 for Comprehensive Portfolio Management and Asset Management services. Bourke Wealth Management recommends the use of Schwab as a qualified custodian and broker, providing access to a range of investment products and services. The firm does not accept proxy authority to vote client securities and does not provide financial information in the brochure. Bourke Wealth Management does not receive referral fees or brokerage for client referrals.