Matthew Kirr is a registered investment advisor at Kirr, Marbach & Company, LLC, based in Columbus, IN, with 25 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 167 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees are negotiable for amounts over $10,000,000.
Fee Estimator
Location
621 Washington Street, Columbus, IN, 47202-1729
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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 Activities
Matthew is a Partner and Director of Client Service at Kirr, Marbach & Company, LLC, focusing on investment management. This takes significantly more than full-time hours each month, with a few hours during securities trading hours.
Employment History
Current Registrations
Kirr, Marbach & Company, LLC
Previous Registrations
Quasar Distributors, LLCBroker
Mcdonald Investments INC.Broker
Banc One Securities CorporationBroker
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.