Kimberlee Barrett-Johnson
Kimberlee Barrett-Johnson is a registered investment advisor at Ameriprise Financial Services, LLC, based in Charlottesville, VA, with 34 years of industry experience. Kimberlee is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B 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 | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
908 E Jefferson St Suite 201, Charlottesville, VA, 22902
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2023Other Business Activities
Kimberlee owns real estate in Oklahoma and Virginia, and is involved in an unspecified business. She also serves as Membership Chair and Past President for Barrett-Johnson, and is employed by Clarinity, Inc., spending about a third of her time on these two activities.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations25 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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