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KL
CFP
KL
CFP

Kirk Loerwald

Sax Wealth Advisors, LLC
12 Years of Experience
Mishawaka, IN
View SEC Summary
View SEC Summary

Kirk Loerwald is a CFP-designated registered investment advisor at Sax Wealth Advisors, LLC, based in Mishawaka, IN, with 12 years of industry experience. Kirk operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 1,655 clients with $3.6B in assets under management.

Sax Wealth Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
44 advisors
Number of Clients
1,655 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$3.6B

Fee Structure

Minimum Investment:$1.5M
Investment management only (planning not offered)
Minimum Annual Fee:$15,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.5M1.00%
$1.5M - $3.0M0.80%
$3.0M - $5.0M0.60%
$5.0M - $7.0M0.55%
$7M+0.45%

Family accounts and related businesses can be aggregated for fee calculations. Minimum annual fee of $15,000 applies. Fees and minimums are negotiable under certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Mishawaka, IN

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Sax Wealth Advisors, LLC
March 2026 - Present · 7 mos
Previous Registrations
First Command Advisory Services
December 2015 - July 2018 · 2 yrs 7 mos
First Command Financial Planning, INC.Broker
July 2015 - July 2018 · 3 yrs
First Command Financial Planning, INC.
July 2015 - December 2015 · 5 mos
Level Four Advisory Services
May 2013 - April 2014 · 11 mos
LPL Financial LLCBroker
May 2013 - April 2014 · 11 mos
First Command Financial Planning, INC.Broker
May 2011 - May 2013 · 2 yrs
State Farm Vp Management CORP.Broker
July 2008 - April 2011 · 2 yrs 9 mos
State Farm Vp Management CORP.Broker
January 2005 - November 2007 · 2 yrs 10 mos
State Registrations2 states
INNJ
Advisor

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
No exam information available for this advisor.
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