Patrick Kirwan is a registered investment advisor at Kirwan Capital, based in St. Joseph, MO, with 22 years of industry experience. Patrick 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 69 clients with $25M 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 $250K | 1.60% |
| $250K - $500K | 1.32% |
| $500K - $1000K | 1.12% |
| $1M+ | 1.00% |
Fees are negotiable. Discounts may be offered to staff, family, and friends.
Fee Estimator
Location
St. Joseph, MO
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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
Patrick acts as a director of K Plus Angus Ranch, Inc. and K & K Farming, Inc., which are family-held farming and land management corporations. This activity takes up to a full-time commitment.
Employment History
Current Registrations
Kirwan Capital
Previous Registrations
Mutual of Omaha Investor Services, INC.
State Registrations2 states
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