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 operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
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, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations24 states
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