Kimberly Strosnider
Kimberly Strosnider is a ChFC-designated registered investment advisor at Foundations Investment Advisors LLC, based in Allendale, MI, with 15 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, Education Planning, Estate Planning, Federal Employees, and 6 more. Their firm serves 29,663 clients with $10B 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 | 2.00% |
Maximum annual advisory fee is 2.00%. Fees are negotiable. Accounts with more than three investment strategies incur an additional $15 annual fee per extra strategy, and all accounts pay a $50 annual administrative and technology fee.
Fee Estimator
Location
6414 Lake Michigan Drive, Allendale, MI, 49401
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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 involved with Estate and Wealth Management Services LLC, engaging in life, health, annuity, fixed, and long-term care insurance sales. This activity takes about half of Kimberly's time.
Employment History
Current Registrations
Foundations Investment Advisors LLC
Previous Registrations
Alphastar Capital Management
Sgl Financial, LLC
Prosperity Capital Advisors
Gradient Advisors, 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.