Kirbe Llabra is a registered investment advisor at Assuredpartners Investment Advisors, based in Houston, TX, with 10 years of industry experience. Kirbe 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, Insurance Planning, and 2 more. Their firm serves 2,159 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
APIA's fee for managing your investments is a percentage of the value of your portfolio. This fee is negotiable, with a maximum of 2.5% per year. The exact percentage depends on the size of your portfolio, your household, the complexity of the advice, and the scope of the relationship. If APIA uses third-party investment advisors, the total fee is shared between APIA and the third-party advisor.
Location
840 Gessner Drive, Suite 700, Houston, TX, 77024
Get directionsHistory
Regulatory History (2)
Criminal
May 2021Criminal
August 2005Other Business Activities
Kirbe works as an Account Manager at AssuredPartners, providing retirement plan consulting services. This role involves daily service, client management, investment review reports, and scheduling meetings, taking up a full-time commitment.
Employment History
Current Registrations
Assuredpartners Investment Advisors
Previous Registrations
World Investment Advisors, LLC
Pensionmark Securities, LLCBroker
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors CorporationBroker
Invesco Distributors, INC.Broker
State Registrations1 state
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.