Kerri Goldsmith
Kerri Goldsmith is a registered investment advisor at Hbks Wealth Advisors, based in Ft. Myers, FL, with 14 years of industry experience. Kerri operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 7,824 clients with $7.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HBKS Wealth Advisors charges a fee based on a percentage of the assets they manage. The fee is calculated and paid quarterly, typically in advance, based on the market value of the assets. Fees may be negotiable in limited circumstances. Clients may also pay fees to sub-advisors, overlay managers, or third-party service providers.
Location
8010 Summerlin Lakes Drive, Suite 200, Ft. Myers, FL, 33907
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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
Kerri works full-time as an Investment Advisor Representative and Administrative Assistant at HBK Sorce Financial/HBKS Wealth Advisors since 2009. She is also an insurance agent with HBK Sorce Insurance, dedicating minimal time to fixed insurance sales, and holds various roles including Vice President at Leon D Goldsmith CPA, PA, and Board Member at Calusa Waterkeeper, Inc.
Employment History
Current Registrations
Hbks Wealth Advisors
Purshe Kaplan Sterling InvestmentsBroker
State Registrations5 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.