Kimberley Siegel is a CFP-designated registered investment advisor at Edward Jones, based in Belleville, IL, with 24 years of industry experience. Kimberley is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B 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 | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
2810 Frank Scott Pkwy W, Ste 820, Belleville, IL, 62223-5007
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 Activities
Kimberley is the secretary of the board of directors for All Team Staffing, DBA First Class Workforce Solutions, a staffing company, and a part owner of Timmons Real Estate Holdings. These activities require minimal time commitment.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
A. G. Edwards & Sons, INC.Broker
Hutchinson, Shockey, Erley & CO.Broker
State Registrations33 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
More Advisors
- Stacy Richmond, CFPEdward Jones
- Walter Weston, CFPEdward Jones
- Craig Toberman, CFA, CFPToberman Becker Wealth, LLC
- Deborah Edwards, PFSCetera Investment Advisers LLC