DK
CFA
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
6 advisors
Number of Clients
167 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$513.4M
Fee Structure
Minimum Investment:$100K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
You'll pay an annual fee based on the value of assets managed. The standard fee schedule is 1.50% on the first $500,000 and 1.00% on amounts over $500,000. Fees are negotiable for accounts over $10,000,000. KM generally bills its fees on a calendar quarterly basis, in advance. Accounts initiated or terminated during a calendar quarter will be charged a prorated fee.
Areas of Practice
Investment Management
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Advisor Information
Office location
621 Washington Street, Columbus, IN, 47202-1729
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Kirr, Marbach & Company, LLC
June 1999 - Present · 26 yrs 7 mos
State Registrations1 state
IN
Advisor
Exams
No exam information available for this advisor.