David Kirkey
David Kirkey is a CFP-designated registered investment advisor at Kirkey & CO. Financial Advisors, INC., based in Hilliard, OH, with 25 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 64 clients with $69M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 1.10% |
| $25K - $100K | 1.00% |
| $100K - $250K | 0.95% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.70% |
Fees are generally negotiable. Accounts may be grouped for the purposes of achieving the minimum account size and determining the annualized fee.
Fee Estimator
Location
5207 Norwich St, Hilliard, OH, 43026
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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
David is the 100% owner and president of Kirkey & Co., Inc. CPA's, an accounting firm offering tax preparation and small business accounting services. He works full-time at this firm virtually simultaneously with his advisory work.
Employment History
Current Registrations
Kirkey & CO. Financial Advisors, INC.
State Registrations1 state
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