Edmund Burke
Advisor at Valiance Group
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Valiance Group
Location
Mentor On The Lake, OH
Credentials
Series 63
Industry experience
11 years
About
Edmund Burke is a financial advisor at Valiance Group with 11 years of industry experience. He holds a Series 63 designation and has been with Valiance Group since 2013. Valiance Group is an independent, state-registered investment adviser that provides portfolio management and ERISA-compliant retirement plan consulting to individuals, families, and businesses. The firm develops customized portfolios and participant education materials, using an analytics module and third-party sub-managers to manage allocations primarily on a non-discretionary basis.
Fee options
Fixed fee arrangements are negotiated and billed quarterly; used for short-term or transactional advisory services.
$0 - $100,000: 2% $100,000 - $500,000: 1.5% $500,000 - $1,000,000: 1% $1,000,000 - $5,000,000: 0.75% $5,000,000+: 0.5%
Hourly rate is $125 per hour; for retirement plan services hourly rate typically ranges from $100 to $350 per professional.
Fee-only: Hourly rate of $125 per hour; fixed fee arrangements may be negotiated for certain services.
Location
Mentor On The Lake, OH
Most active in
Edmund B has reported serving >5 clients in these states in the last 12 months.
Ohio
Work history
Valiance Group LLC
2013 - Present (13 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Kurt S
CFA®
Waite Hill, OH
International Management Advisors Ltd.
Scott M
CFP®, Series 63, Series 65
Mentor, OH
Timewealth Advisors Inc.
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