Kimberlee Spencer
Kimberlee Spencer is a CFP-designated registered investment advisor at Equita Financial Network, INC., based in Fort Washington, PA, with 22 years of industry experience. Kimberlee 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 453 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $1.5M | 2.00% |
| $1.5M+ | 1.50% |
Fees are negotiable. Client fees when using a sub-adviser will not exceed 3% of assets under management.
Fee Estimator
Location
500 Office Center Drive, Suite 400, Fort Washington, PA, 19034
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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 →Employment History
Current Registrations
Equita Financial Network, INC.
Previous Registrations
The Nalls Sherbakoff Group, LLC
Patriot Investment Management Group INC
Amsouth Investment Management Company LLC
Amsouth Investment Services, INC.
State Registrations2 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.