Kimberly Leggett is a PFS-designated registered investment advisor at Excalibur Management CORP, based in Wellesley, 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 307 clients with $710M 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% |
Fees range up to 1.0% annually of account market value, billed quarterly in arrears. Fees and account minimums are negotiable based on aggregate family holdings, low-cost basis securities, or pre-existing relationships.
Fee Estimator
Location
Wellesley, MA
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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 →Employment History
Current Registrations
Excalibur Management CORP
Previous Registrations
Sierra Financial Management Corporation
State Registrations2 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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