Kirk Bond is a registered investment advisor at Apexedge LLC, based in Grimes, IA, with 16 years of industry experience. Kirk operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum advisory fee rate shall not exceed 2.00% per annum. Specific fees are agreed upon in the Investment Advisory Agreement using tiered or flat structures.
Fee Estimator
Location
408 SE 2nd St, Grimes, IA, 50111
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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 ActivitiesSells Insurance
Kirk works as a life insurance marketer for Brokers International, dedicating full-time hours to this role. He also owns 20% of Brokerstreet Insurance Services, which focuses on non-variable insurance products.
Employment History
Current Registrations
Apexedge LLC
Previous Registrations
RIA Advisory Group, LLC
Brokers International Financial Services, LLC
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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