R. Kirby
R. Kirby is a ChFC-designated registered investment advisor at Ridgebrooke Capital Management LLC, based in Knoxvilee, TN, with 14 years of industry experience. R. operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 118 clients with $76M 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 $500K | 1.55% |
| $500K - $1.0M | 1.44% |
| $1.0M - $2.0M | 1.29% |
| $2.0M - $3.0M | 1.08% |
| $3.0M - $5.0M | 0.96% |
| $5.0M - $7.0M | 0.78% |
| $7.0M - $10.0M | 0.69% |
| $10M+ | 0.69% |
Fees for accounts of $10,000,000 and above are negotiable. Cash is included as an asset class in fee calculations. Fixed annuities have a separate fee schedule ranging from 0.60% to 0.99%.
Fee Estimator
Location
9729 Cogdill Road, Suite 302, Knoxvilee, TN, 37932
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 →Other Business ActivitiesSells Insurance
R. is a board member for the International Foundation for Retirement Education, attending quarterly meetings (minimal time commitment). R. is also a managing member of Ridgebrooke Retirement Planning, LLC, an insurance agency and tax preparation service that also sells precious metals, dedicating about a quarter of their time to this endeavor.
Employment History
Current Registrations
Ridgebrooke Capital Management LLC
Previous Registrations
Virtue Capital Management, LLC
Horter Investment Management, LLC
Royal Fund Management, LLC
American Elite Retirement
State Registrations2 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.