Kirk Bell
Kirk Bell is a CFP-designated registered investment advisor at Riverflow Wealth Management, LLC, based in Calabasas, CA, with 29 years of industry experience. Kirk operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 4 more. Their firm serves 41 clients with $9.9M 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 | 2.10% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees for accounts over $5,000,000 are negotiable.
Fee Estimator
Location
Calabasas, CA
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2015Other Business Activities
Kirk is the owner and managing member of Riverflow Wealth Management, LLC, a registered investment advisor. This activity is investment-related and takes nearly full-time hours.
Employment History
Current Registrations
Riverflow Wealth Management, LLC
Previous Registrations
Mutual Securities, INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations1 state
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.
Exams
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