Kimberly Perry
Kimberly Perry is a registered investment advisor at Financial Gravity Family Office Services, LLC, based in Newark, CA, with 8 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, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 1,724 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial Gravity Family Office Services may direct clients to Financial Gravity Asset Management, Inc. or other sub-advisors. The total annual fee for these services will not exceed 2.00% of the assets managed. This fee includes both the sub-advisor's fee and Financial Gravity's fee. The fees are negotiable within the indicated limits. Fees are charged monthly, in arrears, and debited from the client's account with written authorization.
Location
39899 Balentine Drive Suite 325, Newark, CA, 94560
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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 ActivitiesSells Insurance
Kimberly is a CPA providing accounting, payroll, tax preparation, and consulting services since 2001, dedicating nearly full-time hours to this. She is also an Independent Agent for Financial Gravity Enhanced Markets, LLC, and is licensed to sell life, accident, and other lines of insurance, dedicating minimal time to insurance activities.
Employment History
Current Registrations
Financial Gravity Family Office Services, LLC
Previous Registrations
Horter Investment Management, LLC
Investment Advisors International, INC.
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.