.
How does the advisor help clients – Key Takeaways:
KIRKWOOD PRIVATE, LLC is a financial advisory firm that specializes in providing expert guidance to clients in all areas of personal finance. With years of experience in the industry, the advisors at KIRKWOOD PRIVATE have the knowledge and expertise to help clients achieve their financial goals.
Facts and Insights:
Founded in 2005, KIRKWOOD PRIVATE is a well-established firm with a strong reputation for delivering personalized and comprehensive financial planning services. As a Registered Investment Advisor (RIA), the firm has a fiduciary duty to act in the best interest of its clients at all times.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 8 | 15 years |
Financial Services Offered:
- Wealth Management
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning and Preparation
- Insurance and Risk Management
Client Types:
- High net worth individuals
- Business owners
- Professionals
- Retirees
Fees & Compensation:
KIRKWOOD PRIVATE charges a fee based on a percentage of assets under management, typically ranging from 1% to 2%. This fee structure ensures that the advisors’ interests are aligned with those of their clients. The firm does not receive any commissions or third-party compensation, eliminating potential conflicts of interest.
Background:
The team at KIRKWOOD PRIVATE is made up of highly qualified and experienced advisors who hold various certifications such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). This level of expertise allows the firm to provide tailored and objective advice to its clients.
Financial Advisor Disclosures to Know:
As a registered investment advisor, KIRKWOOD PRIVATE is required to disclose any conflicts of interest or potential conflicts of interest to its clients. This information can be found in the firm’s Form ADV, which is available upon request.