Jessica Kirwin is a registered investment advisor at Kirwin Financial LLC, based in Issaquah, WA, with 8 years of industry experience. Jessica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Gen X, and 4 more. Their firm serves 9 clients with $1.6M 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 $250K | 1.20% |
| $250K - $700K | 1.00% |
| $700K - $2.5M | 0.50% |
| $2.5M+ | 0.25% |
Minimum annual fee of $3,500. The annual fee will not exceed 2% of assets under management. If the calculated fee does exceed 2% AUM, then Kirwin Financial will track tasks and hours and earn the fees based on hours worked, based on an hourly rate of $275. If the fee earned is lower than the fee paid, Kirwin Financial will refund the difference. Kirwin Financial will calculate % of AUM every 6 months to ensure fees don't exceed 2%.
Fee Estimator
Contact
Jessica Kirwin
Location
371 NE Gilman Blvd, Suite 160, Issaquah, WA, 98027
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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
Kirwin Financial LLC
Previous Registrations
Allison Spielman Advisors, 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.
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