Kirk Loury is a registered investment advisor at Mcm Wealth, based in Princeton, NJ, with 5 years of industry experience. Kirk operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Estate Planning, High Net Worth, and 5 more. Their firm serves 85 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.10% |
Annual fees range from 1.10% down to 0.60% based on household assets under management, with breakpoints specified in the Client Agreement. Fees are negotiable at the firm's discretion in extraordinary circumstances.
Fee Estimator
Location
Princeton, NJ
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Regulatory History (1)
Financial
January 2022Employment History
Current Registrations
Mcm Wealth
Previous Registrations
Concord Equity Group Advisors, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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