Kristen Kirkwood is a registered investment advisor at Mcf Advisors, LLC, based in Covington, KY, with 8 years of industry experience. Kristen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Estate Planning, High Net Worth, and 3 more. Their firm serves 3,539 clients with $4.7B 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 $3.0M | 1.00% |
| $3.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Accounts with an initial value under $500,000 are charged an annual rate of 1.25%. Fees are negotiable on an individual basis.
Fee Estimator
Location
50 East RiverCenter Blvd., Suite 300, Covington, KY, 41011
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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 Activities
Kristen is a board member of the Greater Cincinnati Mutual Fund Association, an investment-related networking group. She spends minimal time on this activity.
Employment History
Current Registrations
Mcf Advisors, LLC
Previous Registrations
W&s Brokerage Services, INC.Broker
Touchstone Advisors INC
Touchstone Securities, LLCBroker
Ohio National Equities, INC.Broker
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.
Exams
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