Michael Kirch is a CFA-designated registered investment advisor at Del Monte Capital, INC., based in Monterey, CA, with 7 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 2 clients with $250K 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 | 1.00% |
The annual management fee is 1.00% and is negotiable based on the size of the account. Clients may aggregate or household accounts to negotiate a lower fee.
Fee Estimator
Location
513 A Hartnell St., Monterey, CA, 93940
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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
Michael is a licensed real estate broker, dedicating full-time hours to representing buyers and sellers through Kensington Realty & Delmonte Realty. He also holds positions as a mortgage officer at Kensington Capital Group and is involved in the startup Cannery Row Brewing Company, but these require minimal time commitment.
Employment History
Current Registrations
Del Monte Capital, 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.
Exams
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