Kimberly Leggett is a PFS-designated registered investment advisor at Excalibur Management CORP, based in Waltham, MA, with 14 years of industry experience. Kimberly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 312 clients with $660M 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 | 1.00% |
Fee Estimator
Location
Bay Colony Corporate Center, 950 Winter Street North, Suite 4100, Waltham, MA, 02451
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Excalibur Management CORP
Previous Registrations
Sierra Financial Management Corporation
State Registrations2 states
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