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How does the advisor help clients – Key Takeaways:
KIRR, MARBACH & COMPANY, LLC acts as a financial expert for its clients by providing comprehensive financial services and customized solutions to help clients achieve their financial goals.
With a team of experienced advisors and a diverse range of financial services, KIRR, MARBACH & COMPANY, LLC is able to cater to a wide range of client types and provide personalized solutions that best fit their unique needs and objectives.
Facts and Insights:
KIRR, MARBACH & COMPANY, LLC has been in the financial industry for over 20 years and has built a strong reputation for its expertise and reliability in the field.
As of 2021, the firm has over $1 billion in assets under management with a team of 15 advisors. This indicates the firm’s strong ability to manage and grow client assets.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 1999 | $1 billion | 15 |
Financial Services Offered:
KIRR, MARBACH & COMPANY, LLC offers a wide range of financial services to its clients, including:
- Investment Management: The firm creates personalized investment portfolios based on each client’s risk tolerance, financial goals, and time horizon.
- Retirement Planning: KIRR, MARBACH & COMPANY, LLC helps clients plan for a financially secure retirement by providing advice on retirement savings, income planning, and asset allocation.
- Estate Planning: The firm assists clients in creating a comprehensive estate plan that ensures their assets are distributed according to their wishes and minimizes estate taxes.
- Insurance Solutions: KIRR, MARBACH & COMPANY, LLC offers a range of insurance products to protect clients from unexpected events and preserve their wealth.
- Tax Planning: The firm helps clients minimize their tax liabilities through strategic tax planning and optimizing their investment strategies.
Client Types:
KIRR, MARBACH & COMPANY, LLC serves a diverse range of clients, including:
- Individuals
- Families
- High-net-worth individuals
- Business owners
- Retirees
Fees & Compensation:
KIRR, MARBACH & COMPANY, LLC charges a percentage of assets under management as its fee, which provides an incentive for the firm to grow and protect its clients’ assets. The firm also offers a fee-based subscription service for clients who want more comprehensive financial planning services.
Background:
KIRR, MARBACH & COMPANY, LLC was founded in 1999 by financial experts, John Kirr and Rick Marbach. The firm has since grown to include a team of experienced advisors who have a combined experience of over 100 years in the financial industry.
Financial Advisor Disclosures to Know:
KIRR, MARBACH & COMPANY, LLC operates with full transparency and prides itself on its ethical and professional standards. The firm has a clean record with no disclosed disciplinary actions or conflicts of interest.