Zachary Kirk is a CFP-designated registered investment advisor at Wpwealth LLP, based in Fort Worth, TX, with 3 years of industry experience. Zachary 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. Their firm serves 507 clients with $1B 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 | 1.25% |
| $1M+ | 1.00% |
Fees are not to exceed 2.5%. There is a $100 per year administration fee per account. The minimum management fee is $5,000 per year for discretionary managed accounts. Fees and account size minimums are subject to negotiation.
Fee Estimator
Location
640 Taylor Street, Suite 2200, Suite 2200, Fort Worth, TX, 76102
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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
Wpwealth LLP
State Registrations1 state
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