Kirk Capital Advisors offers tailored investment advice and discretionary portfolio management services. They gather information about your financial situation and objectives to develop a suitable investment strategy. They also provide financial planning services on a stand-alone basis. Kirk Capital Advisors also sponsors a wrap fee program.
Assets Under Management$180M
Clients141
Advisors4
Avg. per Client$1.3M
Avg. per Advisor$45M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $7.0M | 0.50% |
| $7.0M - $10.0M | 0.40% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.25% |
Advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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