Kimberly Custer is a registered investment advisor at Wealth Advisory Solutions, LLC, based in Zionsville, IN, with 12 years of industry experience. Kimberly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Business Owners, Charitable Giving, Education Planning, and 7 more. Their firm serves 684 clients with $600M 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 | 2.25% |
Annual fee of up to 2.25% of assets under management. Fees are negotiable based on factors such as portfolio size, expected future assets, and account composition.
Fee Estimator
Location
23 E Cedar St, Zionsville, IN, 46077
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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
Wealth Advisory Solutions, LLC
Canterbury Investment 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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