Kirk Bond is a registered investment advisor at Apexedge LLC, based in Des Moines, IA, with 15 years of industry experience. Kirk operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Apexedge's annual fee may be negotiable. Accounts within the same household will be combined for a reduced fee. The Envestnet Platform fee will not exceed 1.00%, with the exact total fee dependent on which Third Party Manager is being used and the amount of assets being invested. Additional minimum fee charges may apply if the Client account drops below the required minimum in any of the investment programs.
Fee Estimator
Location
500 SW 7th Street, Suite 204, Des Moines, IA, 50309
Get directionsHistory
Regulatory History
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 →Other Business ActivitiesSells Insurance
Kirk works as a life insurance marketer for Brokers International, dedicating full-time hours to this role. He also owns 20% of Brokerstreet Insurance Services, which focuses on non-variable insurance products.
Employment History
Current Registrations
Apexedge LLC
RIA Advisory Group, LLC
Previous Registrations
Brokers International Financial Services, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.