Kimberly Wright is a CFP-designated registered investment advisor at Janney Montgomery Scott LLC, based in Towson, MD, with 21 years of industry experience. Kimberly is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 243,808 clients with $110B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 2.00% |
| $2.0M - $5.0M | 2.00% |
| $5.0M - $10.0M | 2.00% |
| $10.0M - $25.0M | 2.00% |
| $25M+ | 2.00% |
Fees represent maximum financial advisor fees; additional third-party manager sub-advisory fees may apply depending on the program. All fees are negotiable.
Fee Estimator
Location
409 Washington Avenue, Suite 815, Towson, MD, 21204
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
Kimberly is a partner/member of MKW Properties, LLC, handling correspondence with the property manager and deposits for two rental properties. This activity is not investment-related and takes a few hours per week.
Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Hd Vest Investment ServicesBroker
H.D. Vest Investment ServicesBroker
State Registrations28 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
- Justin Myers, CFPJanney Montgomery Scott LLC
- Carole Schreck, CFPJanney Montgomery Scott LLC
- Andrew O'neill, CFPJanney Montgomery Scott LLC
- Kevin Lindung, CFPJanney Montgomery Scott LLC
- Andrew Meredith, CFPJanney Montgomery Scott LLC
- Edward Witherspoon, CFPHolistic Private Wealth, LLC