Kirkwood Financial Services, operating as Secure Financial Management, offers investment management on a discretionary or non-discretionary basis. They may use sub-advisors with specialized expertise. They also provide comprehensive and modular financial planning services, including budgetary, estate, tax, and business planning. Retainer services are available for ongoing financial planning needs.
Assets Under Management$310M
Clients503
Advisors4
Avg. per Client$620K
Avg. per Advisor$78M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 2.00% |
Fees are negotiable when assets are more than $1,000,000 and based on the range of services provided when assets are $1,000,000 and below.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...