Mary Kirk is a registered investment advisor at &partners, based in Nashville, TN, with 30 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 32,200 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
&Partners offers investment management through various advisory programs. Fees are negotiable and can be a percentage of assets under management or a flat annual fee. The &Partners Advisory Program uses Envestnet's platform and may include proprietary strategies with additional fees. The Third Party Advisor Investment Management Program involves engaging a third-party investment manager. Fees vary depending on the program and options chosen.
Location
40 Burton Hills Blvd., Suite 350, Nashville, TN, 37215
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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.
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Mary is the president of JMTL Reyven Co, Inc., dedicating minimal time to this non-investment related real estate investing activity. She is also a trustee for real estate, spending minimal time on it.
Employment History
Current Registrations
&partners
&partners
&partnersBroker
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Stancorp Investment Advisers, INC.
Stancorp Equities, INC.Broker
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Morgan Stanley
Morgan StanleyBroker
Scottrade Investment Management
Scottrade, INC.Broker
Marketing One Securities, INC.Broker
Key Investments INC.Broker
Black & Company, INC.Broker
State Registrations52 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.