Kirk Haldorson
Kirk Haldorson is a registered investment advisor at Haldorson & Pincombe Investment Advisors INC., based in Duluth, MN, with 12 years of industry experience. Kirk operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 252 clients with $18M 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 | 1.50% |
Fees are negotiable based on various criteria. Discounts may be offered to family members.
Fee Estimator
Location
202 West Superior Street, Suite 510, Duluth, MN, 55802
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 sells life insurance and annuities. The filing does not specify how much time this activity requires.
Employment History
Current Registrations
Haldorson & Pincombe Investment Advisors INC.
Previous Registrations
Haldorson & Pincombe Investment Advisors INC.
State Registrations1 state
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.