Kirk Spano
Kirk Spano is a registered investment advisor at Bluemound Asset Management, LLC, based in Franklin, WI, with 28 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, Investment Management, Retirement Planning. Their firm serves 41 clients with $16M 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 $1.0M | 1.00% |
| $1M+ | 0.75% |
Fee Estimator
Location
Franklin, WI
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2016Criminal
April 2008Other Business Activities
Kirk is a freelance columnist/writer for various financial publications, including MarketWatch and Seeking Alpha. He is also the publisher of an investment letter for self-directed investors.
Employment History
Current Registrations
Bluemound Asset Management, LLC
Previous Registrations
Annex Wealth Management, LLC
Sii Investments, INC.
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.