Kirkwood Private provides wealth management services to high-net-worth individuals and their families. These services include reviewing and advising on financial holdings, investments, tax compliance, estate planning, and financial planning. Kirkwood Private recommends third-party service providers for investment advice and does not have discretionary authority over client accounts. The firm also provides tax and accounting services, overseeing the implementation of tax plans and assisting with tax compliance.
Fee Structure
Kirkwood Private provides investment advice to wealth management clients who request it. Kirkwood Private recommends third parties to provide services to its clients. Kirkwood Private charges a fixed annual fee for its services, which generally ranges from $65,000 to $181,000 per client. The actual fee is negotiated separately for each client based on the services requested and the complexity of their financial situation.