Richard Quirk
Richard Quirk is a registered investment advisor at Stonex Advisors INC., based in Delphi, IN, with 47 years of industry experience. Richard is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 9,843 clients with $5.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiated between the client and financial advisor up to a maximum annualized rate of 2.00% for standard assets and 1.50% for annuity allocations. Subject to a minimum annual fee of $200 or 0.10%, whichever is greater ($300 for Unified Managed Accounts). American Funds F2 platform has a separate tiered schedule of 0.80% and 0.55%.
Fee Estimator
Location
1001 South Washington Street, Suite B7, Delphi, IN, 46923
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Regulatory History (1)
Customer Dispute
June 2002Other Business ActivitiesSells Insurance
Richard is the owner of Quirk Investments since 2020, selling investment and insurance products through SA Stone. This is a full-time commitment for Richard.
Employment History
Current Registrations
Stonex Advisors INC.
Stonex Securities INC.Broker
Previous Registrations
Sterne Agee Investment Advisor Services, INC.
Wrp Investments, INC.Broker
Ffp Advisory Services INC
Ffp Securities, INC.Broker
First Pacific Capital CorporationBroker
Southmark Financial Services, INC.Broker
Waddell & Reed, INC.Broker
State Registrations13 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.