Kirk Kinder is a CFP-designated registered investment advisor at Bastion Fiduciary, based in Palm Harbor, FL, with 22 years of industry experience. Kirk operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 236 clients with $150M 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 | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $4.0M | 0.70% |
| $4.0M - $6.0M | 0.60% |
| $6.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Annual advisory fees are negotiable.
Fee Estimator
Location
2706 Alternate Us 19 North, Palm Harbor, FL, 34683
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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 →Employment History
Current Registrations
Bastion Fiduciary
Picket Fence Financial, LLC
Previous Registrations
Tweddell Goldberg Investment Management
Financial Guidance Group, INC.
State Registrations3 states
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