Kirby Financial Associates refers clients to AE Wealth Management for investment advisory services. Kirby Financial Associates meets with you to discuss your financial situation and goals. You'll receive AE Wealth Management's disclosure brochure, which describes their investment approach and fees. Kirby Financial Associates receives a portion of the fees that AE Wealth Management collects from you for the referral.
Fee Structure
Kirby Financial Associates refers clients to AE Wealth Management. AE Wealth Management typically manages client investments using mutual funds, which have their own operating expenses and management fees. These fund fees are separate from the advisory fee charged by AE Wealth Management and are paid by you as a shareholder in the funds.