Advisor at WorchesterShire Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Cisco, TX
Credentials
Series 63, Series 65
Industry experience
16 years
John Kirstein is the sole advisor at Worchestershire Financial in Cisco, TX, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with Worchestershire Financial since 2010. Outside of his advisory work, Kirstein is involved in personal income activities through his S-corporation, including occasional flooring work and sales of his own artwork at art trade shows. Worchestershire Financial provides portfolio management and financial planning primarily for individual and high-net-worth clients. The firm prepares customized Investment Policy Statements and employs a variety of analytical methods and investment strategies, offering discretionary trading authority and limited custody of client funds under written authorization.
Based on WorchesterShire Financial
Fixed fee for managing variable annuities up to $3,000 quarterly (negotiable)
$0 - $1,000,000: 1.50% Above $1,000,000+: 1.00%
Account minimum: $50,000 Fee-only: Fixed fee up to $3,000 charged quarterly for managing variable annuities (negotiable)
Cisco, TX
Texas
Worchestershire Financial (154986)
2010 - Present (16 years)
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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