Kim Eder
Kim Eder is a CFA-designated registered investment advisor at Holderness Investments CO, based in Greensboro, NC, with 24 years of industry experience. Kim operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 339 clients with $660M 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 | 1.00% |
Portfolio management fees are individually negotiated with each client and are generally subject to a maximum fee of 1% depending on the level of engagement.
Fee Estimator
Location
2102 N. Elm Street, Suite C, Greensboro, NC, 27408
Get directionsHistory
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
Kim is a member of Holderness Asset Solutions, LLC, offering insurance services, dedicating a few hours per week. Kim is also the Chair of the Board of Directors for The University of North Carolina at Greensboro Investment Fund, Inc., spending minimal time in this role.
Employment History
Current Registrations
Holderness Investments CO
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.
Exams
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