Kimberly Crowley is a CFP-designated registered investment advisor at Cerity Partners LLC, based in West Conshohocken, PA, with 9 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, Charitable Giving, Corporate Executives, Divorce Planning, and 8 more. Their firm serves 26,230 clients with $160B 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 | 1.50% |
Fees are negotiable based on the size and complexity of the relationship, and generally do not exceed 1.50% per year. Minimum annual fees may apply to smaller accounts.
Fee Estimator
Location
100 Front Street, Suite 940, West Conshohocken, PA, 19428
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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 a trustee for a charitable remainder unit trust and involved in property management, both requiring minimal time. She is also a managing member or authorized principal in several unregistered funds and general partnerships, maintaining a profit interest in these ventures.
Employment History
Current Registrations
Cerity Partners LLC
Previous Registrations
Heritage Capital Management, LLC
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.
Exams
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