Kimberly Safoyan
Kimberly Safoyan is a registered investment advisor at The Wealth Consulting Group, based in Palm Desert, CA, with 34 years of industry experience. Kimberly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 12,424 clients with $5.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WCG Wealth Advisors charges a percentage of your portfolio's value as an advisory fee. The exact fee is determined by your advisor and can vary based on factors like the amount you invest, the complexity of your situation, and the services you need. The fee will be listed in your investment management agreement. WCG also offers access to various investment platforms through LPL Financial, Schwab, and Fidelity, each with its own fee structure.
Location
41990 Cook Street Suite J-901, Palm Desert, CA, 92211
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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 is an agent for non-variable insurance products, including fixed annuities and long-term care insurance, dedicating a few hours per week. She also spends full-time on Anchor Wealth Management Group, and about half her time providing investment advisory services through WCG Wealth Advisors, LLC.
Employment History
Current Registrations
The Wealth Consulting Group
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Sunamerica Securities, INC.Broker
Wm Financial Services, INC.Broker
Asb Financial ServicesBroker
Great Western Financial Securities CorporationBroker
State Registrations11 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.