MK
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Matthew Kircher
8 Years of Experience
Olmsted Falls, OH
3 Disclosures
Matthew Kircher is a registered investment advisor at Fairpoint Wealth Management, LLC, based in Olmsted Falls, OH, with 8 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$3.7M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.60% |
| $4.0M - $5.0M | 0.40% |
| $5M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Olmsted Falls, OH
Get directionsHistory
Regulatory History (3)
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Judgment / Lien
January 2022Judgment / Lien
March 2021Judgment / Lien
July 2020Employment History
Current Registrations
Fairpoint Wealth Management, LLC
August 2017 - Present · 8 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2017 - April 2017 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2016 - April 2017 · 4 mos
State Registrations1 state
OH
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.