Kirke Meeks is a CFA-designated registered investment advisor at Meeks Wealth Management, LLC, based in Scottsdale, AZ, with 14 years of industry experience. Kirke operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 9 clients with $78M 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 | 1.00% |
| $500K - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Location
Scottsdale, AZ
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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 →Employment History
Current Registrations
Meeks Wealth Management, LLC
Previous Registrations
Meeks Investment Management, LLC
J.p.morgan Securities INC.
J. P. Morgan Securities INC.
Jpmorgan Securities INC
State Registrations1 state
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