Fiduciary advisors in Burlingame, CA
15 registered advisers
The Burlingame metro area is home to 15 SEC-registered fiduciary advisory firms. Of those, 15 are fee-only practices that do not earn commissions from financial product sales. Each listing below includes compensation method, assets under management, and any disclosed regulatory history.
ALTOS VENTURES MANAGEMENT, INC.
Fee-Only, No ConflictsClean RecordTypical Fee2.25%
AUM$6.3B
Minimum--
Clients59
AMPERSAND CAPITAL GROUP, L.P.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$177M
Minimum--
Clients2
ARC70 ADVISERS LP
Fee-Only, No ConflictsTypical Fee--
AUM$2.0B
Minimum--
Clients7
FISHER LYNCH CAPITAL, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$8.1B
Minimum--
Clients12
GAVILAN INVESTMENT PARTNERS LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$445M
Minimum--
Clients2
GUIDELINE INVESTMENTS, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$16.5B
Minimum--
Clients792,653
KEENAN CAPITAL, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$692M
Minimum--
Clients1
NEWVIEW CAPITAL MANAGEMENT, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$3.3B
Minimum--
Clients17
OCCIDENTAL ASSET MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.1B
Minimum--
Clients1,921
OCTAHEDRON CAPITAL MANAGEMENT, L.P.
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$359M
Minimum--
Clients12
POPLAR POINT CAPITAL MANAGEMENT LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$104M
Minimum--
Clients2
SENTINEL DOME PARTNERS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.3B
Minimum--
Clients18
SKYKNIGHT CAPITAL, L.P.
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$4.0B
Minimum--
Clients19
TESSARA WEALTH
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$162M
Minimum--
Clients456
VIRGO INVESTMENT GROUP LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$1.1B
Minimum--
Clients17