Kirkwood Private, LLC offers wealth management services tailored to high-net-worth individuals, families, trusts, and foundations. The firm creates comprehensive financial plans that cover investment oversight, tax compliance planning, estate planning, and retirement strategies. Rather than managing trades directly, Kirkwood Private coordinates with third-party asset managers, broker-dealers, and qualified custodians to implement client portfolios while monitoring performance and ensuring alignment with stated goals. In addition to investment oversight, the firm provides extensive tax planning and coordination services, working closely with independent accountants to manage tax compliance. Kirkwood Private operates on a fixed annual fee structure, typically ranging from $65,000 to $181,000 depending on the complexity of the client's financial situation. The firm generally requires a minimum net worth of $10 million for new relationships, though exceptions may be made for family members or existing clients.
Fee Structure
Kirkwood Private does not charge fees based on a percentage of your portfolio, nor do they directly manage your trades. Instead, investment oversight is included as part of their comprehensive wealth management fixed fee, which ranges from $65,000 to $181,000 per year.