Kristen Kirkland
Kristen Kirkland is a CFP-designated registered investment advisor at Citrin Cooperman Wealth Management, LLC, based in Salem, IN, with 6 years of industry experience. Kristen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 61 clients with $1.6B 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 $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.75% |
Schedule is for discretionary accounts. Non-discretionary accounts have a different fee schedule. Investment management fees are negotiable and may be partially or completely waived at CCWM’s discretion.
Fee Estimator
Location
Salem, IN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Citrin Cooperman Wealth Management, LLC
Previous Registrations
Oxford Financial Group, LTD
Bkd Wealth Advisors, LLC
State Registrations1 state
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