Kirk Clothier is a registered investment advisor at Csw Partners, LLC, based in Seattle, WA, with 24 years of industry experience. Kirk operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
CSW Partners does not directly charge fees to clients. Instead, they receive a portion of the fees you pay to the third-party investment manager they recommend.
CSW Partners receives:
- 38% of the fee you pay to Freestone Capital Management
- 25% of the fee you pay to UBS Financial
The fees you pay to the third-party advisor are not increased because of this arrangement.
Location
1000 Second Avenue, #1560, Seattle, WA, 98104
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Since 2013, Kirk has been an owner and CPA at Clothier & Willsey, LLC, an accounting firm. The majority of his time is devoted to this work.
Employment History
Current Registrations
Csw Partners, LLC
Previous Registrations
C&h Partners LLC
State Registrations3 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.