Kirk Chisholm is a registered investment advisor at Innovative Advisory Group, based in Lexington, MA, with 22 years of industry experience. Kirk operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 300 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Innovative Advisory Group manages investment accounts for clients, charging an annual fee based on a percentage of the assets they manage. The specific fee is negotiable and typically ranges from 1.00% to 2.00% annually, paid quarterly in advance. There is no minimum account balance required. Fees are deducted from client accounts unless other arrangements are made. Clients may also be billed directly. Upon termination, any unearned fees will be refunded.
Location
394 Lowell Street, Suite 8, Lexington, MA, 02420
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kirk is the non-compensated manager of Self Direct Your Retirement, LLC, a personal holding company for estate planning, and spends minimal time in this role. Kirk also has ownership and management interests in Harrington Eight, LLC, which owns the office space leased by Innovative Advisory Group, LLC, and spends minimal time in this role.
Employment History
Current Registrations
Innovative Advisory Group
Previous Registrations
Royal Alliance Associates, INC.
UBS Painewebber INC.
State Registrations21 states
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