George Kimball is a CFA-designated registered investment advisor at Needham Advisory Corporation, based in North Andover, MA, with 13 years of industry experience. George 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, High Net Worth, and 4 more. Their firm serves 145 clients with $100M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Rates shown are for clients who joined after October 4, 2018. Clients who joined prior to October 4, 2018 have different schedules (either 1% up to $2M then 0.5% with a $1,500 minimum annual fee, or legacy rates starting at 1.25%).
Fee Estimator
Location
861 Turnpike Street, Unit 226, North Andover, MA, 01845
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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
Needham Advisory Corporation
Previous Registrations
Kimball Capital Management LLC
Harbor Point Capital Management, LLC
Capital Security Advisors LLC
First Republic Investment Management, INC.
Columbia Management Advisors, INC.
State Registrations3 states
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.
Exams
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