Kimberly Magaha is a CFP-designated registered investment advisor at Wealthspire Advisors, based in Salisbury, MD, with 20 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, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 9,973 clients with $34B 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 | 1.25% |
Fees vary based on account size, platform, and complexity, with standard rates up to 1.25% annually. Fees are negotiable.
Fee Estimator
Location
1405 Wesley Drive, Suite 32, Salisbury, MD, 21801
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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 serves on the Board of Trustees for two retirement plans sponsored by various entities. She became a Trustee in January 2019 and devotes minimal time to these duties during securities trading hours.
Employment History
Current Registrations
Wealthspire Advisors
Previous Registrations
Wealthspire Advisors
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.
Exams
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