KL
PFS
KL
PFS

Kimberly Louree Leggett

13 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
312 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$657.0M

Fee Structure

Minimum Investment:$1M
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Location

Bay Colony Corporate Center, 950 Winter Street North, Suite 4100, Waltham, MA, 02451

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Excalibur Management CORP
November 2019 - Present · 6 yrs 3 mos
Previous Registrations
Sierra Financial Management Corporation
December 2011 - April 2020 · 8 yrs 4 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.