Kimberly Weston
Kimberly Weston is a registered investment advisor at Voya Financial Advisors, INC., based in Guys, TN, with 13 years of industry experience. Kimberly is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 7 more. Their firm serves 16,336 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.75% |
| $250K - $500K | 2.75% |
| $500K - $1.0M | 2.50% |
| $1.0M - $2.0M | 2.35% |
| $2.0M - $5.0M | 2.10% |
| $5.0M - $10.0M | 2.05% |
| $10M+ | 2.00% |
Schedule reflects the Unified Managed Account Program maximum total annual client fee. The Fidelity Program (closed to new clients) has separate tiers up to 1.00%. Third-party programs range from 0.75% to 2.50%.
Fee Estimator
Location
Guys, TN
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Regulatory History (1)
Regulatory
March 2024Employment History
Current Registrations
Voya Financial Advisors, INC.Broker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.
Previous Registrations
Transamerica Retirement Advisors, LLC
Transamerica Investors Securities CorporationBroker
Fidelity Brokerage Services LLCBroker
Pruco Securities, LLC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations53 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.