How do you get paid? Do you have account minimums?
Kirk is a fee only advisor, charging a percent of assets under management or a flat fee quarterly, depending on the service provided. The custodian will charge a small commission for buying and selling securities which is deducted directly from your account held at the custodian as part of the trade. To minimize custodian fees, we use low cost funds as much as possible. There are no other hidden costs to the client. Our minimums start with $125,000 for Investment Management and $250,000 for Comprehensive Financial Management. We do offer lower minimums for a streamlined investment management service.