Kimberly Chmielewski
Kimberly Chmielewski is a CFP-designated registered investment advisor at Prime Capital Financial, based in Lake James, NC, with 5 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, Education Planning, Estate Planning, and 4 more. Their firm serves 19,012 clients with $30B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Prime Capital Financial offers asset management services where fees typically range from 1.00% to 1.50% annually, but can range from 0.25% to 2.50% of the assets in your account. Fees are negotiable based on factors like the advisor, client type, complexity, account composition, trading activity, potential deposits, client relationship, and total assets managed. Different advisors may charge different fees for the same services. Clients also pay transaction costs. Some clients may be charged performance-based fees. A minimum investment of $100,000 is required for the Opportunistic Growth Strategy.
Location
Lake James, NC
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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 ActivitiesSells Insurance
Kimberly is a real estate agent broker at Tidal Realty Group since 2005, dedicating minimal time to buying and selling real estate. She is also an insurance agent with PCRM, LLC since October 2024, spending a few hours per week on the sale and service of fixed-insurance products.
Employment History
Current Registrations
Prime Capital Financial
Previous Registrations
Goldman Sachs & CO. LLCBroker
Goldman Sachs Personal Financial Management
Fidelity Brokerage Services LLCBroker
Raymond James Financial Services, INC.Broker
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.