Kirk Investment Advisors recommends third-party money managers to clients and monitors those accounts. Kirk Investment Advisors does not manage client assets directly. The firm also conducts educational seminars and workshops on topics like social security and retirement income planning. Investment strategies are tailored to each client's situation and risk tolerance.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
KIA's fee may be waived or negotiated for family members or other individuals totally at KIA's discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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