Joseph Kirlin
Joseph Kirlin is a ChFC-designated registered investment advisor at Joseph P. Kirlin III & Associates, based in Westchester, PA, with 50 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Location
Westchester, PA
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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 ActivitiesSells Insurance
Joseph is a principal and sole proprietor of Joseph P. Kirlin III & Assoc, a registered investment advisor, dedicating about 10-20% of his time. He is also a sole proprietor of Kirlin Associates Insurance, which also does estate planning, spending about half his time and earning commissions. Joseph is also an IAR with Prosperity Wealth Management.
Employment History
Current Registrations
Joseph P. Kirlin III & Associates
Prosperity Wealth Management, INC.
Fortune Financial Services, INC.Broker
Previous Registrations
Prosperity Wealth Management, INC.
The Investment Center, INC.Broker
Wharton Equity CorporationBroker
Intervest International Equities CorporationBroker
Conseco Securities, INC.Broker
Conseco Financial Services, INC.Broker
Cigna Securities, INC.Broker
State Registrations6 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.