John Kirby is a registered investment advisor at Dreamwork Financial Group, based in Birmingham, AL, with 10 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 58 clients with $11M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
DreamWork Financial Group (DFG) offers two investment management tiers:
- Complete Financial Management Tier: 1.00% annually on all assets.
- Investment-Only Tier: 0.5% annually on all assets.
Fees are negotiable. DFG charges a minimum of $40/month for the Complete Financial Management Tier and $10/month for the Investment-Only Tier, not to exceed 2% of the total account value.
Location
420 20th St N, Suite 2200, Birmingham, AL, 35203
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Dreamwork Financial Group
State Registrations4 states
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