Kirk Tassell
Kirk Tassell is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Winter Park, FL, with 28 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.
Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.
Location
301 North Park Avenue, Suite A, Winter Park, FL, 32789
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Regulatory History (1)
Customer Dispute
January 2005Other Business ActivitiesSells Insurance
Kirk sells fixed insurance products since 2013 and is a member and 50% owner of Breed's Hill Wealth Management, LLC, an entity created for operating a securities business. He dedicates all of his time during business hours to the securities business.
Employment History
Current Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Stockcross Financial Services
Stockcross Financial Services
Stockcross Financial Services, INC.Broker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations15 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.