Kimberly Good
Kimberly Good is a CFP, ChFC-designated registered investment advisor at Kcg Investment Advisory Services LLC, based in Savannah, GA, with 22 years of industry experience. Kimberly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 62 clients with $47M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.80% |
The advisor may have fee schedules that incorporate breakpoints and which may vary from client to client but nevertheless will never exceed a maximum fee of 1.80%.
Fee Estimator
Location
315 Commercial Drive C-1, Savannah, GA, 31406
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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 →Other Business ActivitiesSells Insurance
Kimberly has been an independent insurance agent since 2006, dedicating minimal time to this activity. This activity is not investment-related.
Employment History
Current Registrations
Kcg Investment Advisory Services LLC
Previous Registrations
Destiny Wealth Partners, LLC
Kcg Investment Advisory Services LLC
Alpha Financial Management, INC.
Tisch Investment Advisory INC
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.