Kimberly Wiggins
Kimberly Wiggins is a registered investment advisor at Investors Management Services INC, based in Grosse Pointe Woods, MI, with 6 years of industry experience. Kimberly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 20 clients with $36M 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 | 0.80% |
| $500K - $1.0M | 0.70% |
| $1M+ | 0.50% |
Fees may be negotiable for charitable organizations, exceptionally large accounts, special relationships, or unusual circumstances.
Fee Estimator
Location
21014 Mack Ave, Grosse Pointe Woods, MI, 48236
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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 Activities
Kimberly is a managing partner at Riviera Mack, LLC, an investment property bought in 2006 that is rented out. Her duties include bookkeeping, repair, and maintenance of the property.
Employment History
Current Registrations
Investors Management Services INC
State Registrations1 state
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