Andrea Kirk
Andrea Kirk is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Abingdon, MD, with 27 years of industry experience. Andrea is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
3465 Box Hill Corporate Ctr Dr, Ste 600, Abingdon, MD, 21009-1261
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2002Other Business Activities
Andrea co-owns and manages an Ameriprise business and FFLIH, LLC, and is a consultant for INetwork NY LLC. She also performs tax preparation and serves as a board member for Kirk and an investment committee member for the Community Foundation of Harford County, Inc.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations26 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.
Exams
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