Kimberly Quinn is a CFP-designated registered investment advisor at Ksq Financial Services LLC, based in Halifax, MA, with 32 years of industry experience. Kimberly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 20 clients with $14M 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 | 1.00% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Location
Halifax, MA
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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 Activities
Kimberly is an investment advisor representative at Catalyst Investment Management LLC since 2019. This is a dual registration while transitioning clients to KSQ Financial Services LLC.
Employment History
Current Registrations
Ksq Financial Services LLC
Previous Registrations
Catalyst Investment Management LLC
LPL Financial LLC
Coastal Capital Group, INC.
LPL Financial LLCBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Scudder Financial Services, INC.Broker
Scudder Investor Services, INC.Broker
Fisco Equity, INC.Broker
C C B & T Investment Company, INC.Broker
Fidelity Brokerage Services, INC.Broker
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.