Kirk Buchholz
Kirk Buchholz is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Woodstock, GA, with 22 years of industry experience. Kirk is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3,575 clients with $13B 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 $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Customized fees may be negotiated for total account values of $10,000,000 or more. Certain fee reductions apply for employees and accounts funded from specific previously established brokerage accounts.
Fee Estimator
Location
418 Creekstone Rdg, Woodstock, GA, 30188
Get directionsHistory
Regulatory History (1)
Criminal
January 1996Other Business ActivitiesSells Insurance
Kirk is the owner and agent of Kirk M Buchholz Insurance Agency, representing State Farm. He dedicates about half of his time to servicing customers and supervising employees.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.
State Farm Vp Management CORP.Broker
State Registrations1 state
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
More Advisors
- Douglas Marrinson, ChFCState Farm Investment Management CORP.
- Thomas DudekState Farm Investment Management CORP.
- Gary Hyde, CFPShepherd Financial LLC
- Terry Ford, CFPKestra Advisory Services, LLC
- Joseph Beckford, CFPGoodwin Investment Advisory
- Timothy Goodwin, CFPGoodwin Investment Advisory