Kimberly Swope
Kimberly Swope is a registered investment advisor at Merit Financial Advisors, based in Alpharetta, GA, with 19 years of industry experience. Kimberly 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, Investment Management, and 2 more. Their firm serves 14,417 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Merit Financial Group charges an annual investment advisory fee of up to 2.50% of the assets in your account. This fee is negotiable and can depend on the investment advisor representative, the value of your account, the types of assets, the complexity of your portfolio, your financial situation, how actively your portfolio is traded, anticipated future assets, your relationship with the advisor, and any additional services you request. Clients of independent contractor advisors pay an additional platform fee of 0.25% or 0.35% depending on who manages the account.
Location
2400 Lakeview Parkway, Suite 550, Alpharetta, GA, 30009
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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 Branch Office Manager at Merit Financial Advisors, dedicating full-time hours to management, advisor, staff support, and client relations. She also works as a Tax Preparer at Professional Tax Advisors, Inc. and is a non-producing Registered Representative for Purshe Kaplan Sterling Investments, spending about half her time on sales of direct purchase mutual funds and variable annuities.
Employment History
Current Registrations
Merit Financial Advisors
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Zimmermann Investment Management & Planning LLC
Professional Financial Advisors, INC.
Pfa Security Asset Management, INC.Broker
State Registrations1 state
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