Joseph P. Kirlin III & Associates is a registered investment advisor based in West Chester, Pennsylvania. The firm provides financial planning, investment consultations, and customized portfolio supervision to individuals, trusts, estates, and businesses. Services cover cash flow analysis, retirement capital analysis, education funding, estate planning, and investment recommendations. Joseph P. Kirlin III & Associates employs both fundamental analysis and a mix of active and passive investment strategies, utilizing mutual funds, exchange-traded funds, and individual securities. The firm acts in the client's best interest and operates on a fee basis, charging hourly rates for planning and consultation and annualized percentage fees for ongoing portfolio supervision.
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 at the discretion of the principal.