Kimberly Coplan is a registered investment advisor at Franklin Street Capital LLC, based in Huntsville, AL, with 27 years of industry experience. Kimberly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 15 clients with $51M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Franklin Street Capital's investment management fees are based on the value of your investments and are paid quarterly in advance. The fees can be up to 1.25% per year, depending on the complexity of your account and the amount you invest. Fees may be negotiable. If Franklin Street Capital uses independent managers, the total fee you pay, including their fee and the independent manager's fee, will not exceed 2.00% annually.
Location
Huntsville, AL
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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.
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Kimberly owns rental property and works as a Mary Kay consultant selling cosmetics. The Mary Kay consultant role takes a few hours per week.
Employment History
Current Registrations
Franklin Street Capital LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Prudential Securities IncorporatedBroker
Legg Mason Wood Walker, IncorporatedBroker
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.