Kirk Block
Kirk Block is a CFP, PFS-designated registered investment advisor at Block Wealth Management, INC, based in Marvin, NC, with 22 years of industry experience. Kirk 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, Retirement Planning. Their firm serves 80 clients with $190M 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 - $1000K | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.50% |
Fees are negotiable for clients with assets under management of $3,000,000 or more.
Fee Estimator
Location
Marvin, NC
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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 has been an agent with various insurance companies since 2008, offering insurance products where appropriate. This activity is investment-related and requires a few hours per week.
Employment History
Current Registrations
Block Wealth Management, INC
Previous Registrations
Premier Financial Planning, LLP
State Registrations2 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.