Kerri Kimball
Kerri Kimball is a CFP-designated registered investment advisor at Apogee Wealth Advisors, based in Danville, CA, with 19 years of industry experience. Kerri 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 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.10% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.70% |
Fees are negotiable based on historical relationships, asset types, and account composition. Cash positions are included in fee calculations unless negotiated otherwise.
Fee Estimator
Location
Danville, CA
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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
Kerri is a Managing Partner/Co-Owner of Apogee Wealth Advisors, LLC, an operating company for securities business, and also sells fixed insurance under the same name. Additionally, Kerri is a co-author of a book, 'Redefining Success for Female Entrepreneurs'.
Employment History
Current Registrations
Apogee Wealth Advisors
Previous Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations4 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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