Kimberly Anderson
Kimberly Anderson is a registered investment advisor at Voya Financial Advisors, INC., based in Abington, MA, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,854 clients with $2.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Voya Financial Advisors offers several investment management programs with fees based on a percentage of your portfolio's value. These programs include Morningstar Wealth Management, Voya Global Perspectives Market Models (GPMM), and Unified Managed Accounts (UMA). The maximum annual fee for these programs can be up to 2.75% of your portfolio. The Voya Digital Adviser (VDA) program has a maximum annual fee of 1.1%. There are also third-party money manager programs with fees ranging from 0.75% to 2.50%. Some programs have minimum account sizes. Fees are typically deducted from your account monthly or quarterly.
Location
Abington, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kimberly is a beauty consultant and proprietor for Mary Kay, selling women's cosmetics since 2000. She dedicates minimal time to this activity and is currently a wholesale buyer for personal use.
Employment History
Current Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Previous Registrations
Voya Retirement Advisors, LLC
Ing Financial Advisers, LLC
Ing Financial Advisers, LLCBroker
Ing Financial Advisers, LLC
Ing Financial Advisers, LLCBroker
Aetna Investment Services, INC.Broker
State Registrations17 states
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