MB

Matthew Allan Burke

26 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
7 advisors
Number of Clients
310 clients
Average Client Portfolio
$4.0M average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$100K
Hourly Rate:$100 - $500/hr

Investment management fees are based on a percentage of assets under management, with a maximum fee of 1.1% per year, subject to negotiation. Financial planning is offered at an hourly rate between $100 and $500, depending on the advisor's experience, or a negotiated flat fee. Planning fees may be waived if a client implements the plan through SB Capital Management. Private equity and hedge fund fees vary as described in the brochure.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
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Advisor Information

Office location

6345 Balboa Boulevard, Building 4, Suite 375, Encino, CA, 91316

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Matthew is associated with Singer, Burke & Co. LLP since 1990.

Employment History
Current Registrations
Sb Capital Management, INC.
June 2001 - Present · 24 yrs 7 mos
Previous Registrations
Cibc World Markets CORP.
October 1999 - November 2002 · 3 yrs 1 mo
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Matthew Allan Burke - Financial Advisor | AdvisorDiscover