Mickey Kim is a CFA-designated registered investment advisor at Kirr, Marbach & Company, LLC, based in Columbus, IN, with 26 years of industry experience. Mickey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 167 clients with $510M 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 $500K | 1.50% |
| $500K - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees are negotiable for amounts over $10,000,000.
Fee Estimator
Location
621 Washington Street, Columbus, IN, 47202-1729
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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 Activities
Mickey is a member of the Board of Directors, Chairman of the Conflicts Committee, and member of the Audit Committee for CrossAmerica Partners, LP since June 2017. He spends a few hours per week on this non-investment related business.
Employment History
Current Registrations
Kirr, Marbach & Company, LLC
State Registrations1 state
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