Kim Qvistorff
Kim Qvistorff is a CFP-designated registered investment advisor at LPL Financial LLC, based in Hawthorne, NY, with 35 years of industry experience. Kim is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B 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 | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
50 Broadway Ste 206, Hawthorne, NY, 10532
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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
Kim is involved with several charitable organizations and is an investment advisor representative (IAR) with American Portfolios Advisors. Kim also uses fixed annuities, long-term care (LTC) coverage, and disability coverage with clients as part of financial planning through Q&R Financial Services, dedicating about 10-20% of their time to this.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Walnut Street Securities, INC.Broker
Nathan & Lewis Securities, INC.
Nathan & Lewis Securities, INC.Broker
The Advisors Group, INC.Broker
Fleet Enterprises, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Nordberg Capital INC.Broker
State Registrations19 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
More Advisors
- Millie France, ChFCLPL Financial LLC