Kirk Kreikemeier
Kirk Kreikemeier is a CFA, CFP-designated registered investment advisor at Pebble Valley Wealth Management, based in Western Springs, IL, with 18 years of industry experience. Kirk operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 96 clients with $110M 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 $1.0M | 0.75% |
| $1.0M - $3.0M | 0.60% |
| $3M+ | 0.45% |
This fee schedule is for "Investment Management Only" services. The firm also offers "Comprehensive Financial Planning with Investment Management" with a different fee schedule (1.00% of the first $1,000,000, then 0.75% of the next $2,000,000, then 0.50% of the remaining balances). Fees may be negotiable.
Fee Estimator
Contact
Kirk Kreikemeier
Location
4365 Lawn Avenue, Suite 5, Western Springs, IL, 60558
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 →Employment History
Current Registrations
Pebble Valley Wealth Management
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.
Exams
Additional Information
See "Kirk's Blog" for planning topics and month-end market updates. Recent presentations to local library and high school adult education are also available underResourcessection of website.