Joseph P. Kirlin III & Associates provides financial planning, investment consultation, and investment supervisory services. The firm acts as a legal fiduciary, meaning it's legally required to act in your best interest. The firm spends about half its time on investment advice and the other half on non-investment advice like budgeting, education, insurance, and estate planning. The firm does not have client assets under management.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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