Anne Simpson is a CFP-designated registered investment advisor at Kenwyck Capital, based in Marietta, GA, with 9 years of industry experience. Anne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 10 clients with $6.8M 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 $2.0M | 0.90% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.10% |
Fee Estimator
Contact
Anne Simpson
Location
4180 Providence Road, Suite 109, Marietta, GA, 30062
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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
Anne is on the Investment Committee for Alpha Delta Pi Sorority Foundation, reviewing the investment manager's activities, which takes minimal time. She also volunteers with Savvy Ladies Helpline, providing pro bono financial guidance to women for a minimal time each month.
Employment History
Current Registrations
Kenwyck Capital
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Odyssey Personal Financial Advisors, LLC
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Edward Jones
Edward JonesBroker
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.