John Kirkgard is a registered investment advisor at J. Dyhr Capital, based in Paso Robles, CA, with 2 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 50 clients with $21M 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 | 2.00% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1M+ | 1.00% |
All fees are negotiable. Minimum fee of $2,000. Maximum fee charged will not exceed 2% of assets under management.
Fee Estimator
Location
Paso Robles, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
J. Dyhr Capital
State Registrations1 state
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