Kirk Sheldon
Kirk Sheldon is a CFP-designated registered investment advisor at Capital Financial Management, based in San Diego, CA, with 13 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 114 clients with $65M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.85% |
| $100K - $250K | 1.35% |
| $250K - $500K | 1.10% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.38% |
| $10M+ | 0.25% |
Fee Estimator
Location
2221 Camino Del Rio South, Suite 303, San Diego, CA, 92108-3718
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kirk is a registered investment advisor with Capital Financial Management, dedicating most of his time to this business. He also spends about 10-20% of his time on Capital Brokers and Capital Property Management, and minimal time on consulting and insurance work with The Capital Group.
Employment History
Current Registrations
Capital Financial Management
State Registrations2 states
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