KC
KC

Kimberly Jo Custer

11 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEducation PlanningTax PlanningEstate PlanningAnnuitiesInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
660 clients
Average Client Portfolio
$849K average
Assets Under Management
$560.4M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.25%
$1M+1.00%

The Adviser may choose to charge a lower asset based fee at its sole discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

23 E Cedar St, Zionsville, IN, 46077

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Wealth Advisory Solutions, LLC
July 2017 - Present · 8 yrs 7 mos
Canterbury Investment Management, LLC
September 2014 - Present · 11 yrs 5 mos
State Registrations1 state
IN
Advisor
Exams
No exam information available for this advisor.
Kimberly Jo Custer - Financial Advisor | TrueAdvisor