Shannon Delaney is a registered investment advisor at Kirk Capital Advisors LLC, based in Vienna, VA, with 13 years of industry experience. Shannon 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 141 clients with $180M 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $7.0M | 0.50% |
| $7.0M - $10.0M | 0.40% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.25% |
Advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Location
8229 Boone Blvd, Suite 300, Vienna, VA, 22182
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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
Shannon works as a consultant for interior decorating, event planning, and member management, dedicating about a quarter of her time. She also serves as Director of Client Services for Kirk Capital, focusing on client onboarding, marketing, compliance, and advisor support, which also takes about a quarter of her time.