Advisor at Personal CFO Solutions LLC
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.
Firm
Personal CFO Solutions LLC
Location
Chester, NJ 07930-2528
Credentials
Series 66
Industry experience
15 years
Michael Kirkland is a Series 66-registered financial advisor with 15 years of industry experience. He has been with Personal CFO Solutions LLC since 2013. Personal CFO Solutions serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and corporate clients, providing comprehensive financial planning, consulting, and discretionary portfolio management. The firm emphasizes longer-term allocations through mutual funds and ETFs, employs a formal third-party manager vetting process, and manages approximately $1.375 billion in discretionary assets across a multi-advisor team.
Based on Personal CFO Solutions LLC
Based on Personal CFO Solutions LLC
Financial planning and consulting fees range from $1,000 to $20,000 on a fixed or hourly fee basis; negotiable.
$0+: 0.5% N/A+: 0.75% N/A+: 1%
Compensation from sale of insurance products and 12b-1 mutual fund fees received by registered representatives and insurance agents associated with the firm.
Financial planning and consulting fees range from $1,000 to $20,000 on a fixed or hourly fee basis; negotiable.
384 Main Street
Chester, NJ 07930-2528
Massachusetts · New Jersey · Texas
Personal CFO Solutions LLC
2013 - Present (13 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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