Kirk Barth
Kirk Barth is a CFP, ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Honolulu, HI, with 35 years of industry experience. Kirk operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
1163 S. Beretania Street, Honolulu, HI, 96814
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Regulatory History (1)
Customer Dispute
June 2013Other Business ActivitiesSells Insurance
Kirk is a notary public, a board member of a homeowners association, and the owner of Smart Assets of Hawaii and Special Needs Hawaii, which provide financial planning solutions and insurance/securities services. He is also the President of New Sea, Inc., through which he sells life insurance, disability, long-term care, and fixed annuities, dedicating about 10-20% of his time to each of these investment-related activities.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Royal Alliance Associates, INC.
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Metlife Securities INC.
Signator Investors, INC.
Signator Investors, INC.Broker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
New England Securities Corporation
New England SecuritiesBroker
State Registrations11 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.