Kirwan Capital provides investment management through separately managed accounts, using an intrinsic value philosophy for individual stocks or a low-cost asset allocation strategy for exchange-traded funds (ETFs). They also offer financial planning and consultation services tailored to individual client needs. Kirwan Capital focuses on long-term wealth creation and encourages clients to use outside funds for ongoing cash needs.
Assets Under Management$25M
Clients69
Advisors1
Avg. per Client$370K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.60% |
| $250K - $500K | 1.32% |
| $500K - $1000K | 1.12% |
| $1M+ | 1.00% |
Fees are negotiable. Discounts may be offered to staff, family, and friends.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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