DK
CFP
DK
CFP

David Murray Kirkpatrick

10 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
300 clients
Average Client Portfolio
$12.6M average
Assets Under Management
$3.8B

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.75%
$3.0M - $5.0M0.50%
$5M+0.40%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

520 Gervais St, Columbia, SC, 29201

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Southstate Advisory, INC.
February 2017 - Present · 9 yrs
Previous Registrations
Minis & Company
November 2015 - May 2019 · 3 yrs 6 mos
State Registrations4 states
FLGASCTX
Advisor
Exams
No exam information available for this advisor.
David Murray Kirkpatrick - Financial Advisor | TrueAdvisor