Kimberly Saunders is a registered investment advisor at Vestwyze, LLC, based in Orlando, FL, with 15 years of industry experience. Kimberly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 82 clients with $7.5M 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 $100K | 1.65% |
| $100K - $500K | 1.45% |
| $500K - $1000K | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable for amounts over $5,000,000.
Fee Estimator
Location
618 E. South Street, Suite 500, Orlando, FL, 32801
Get directionsHistory
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 the owner of Align Financial Group, LLC, selling insurance, securities, and investment products, and is also an independent insurance agent selling fixed insurance products (life, disability, long-term care), dedicating nearly full-time hours to these activities. Kimberly also owns rental property, is an adjunct instructor teaching business finance, is the president of a non-profit organization, and is a board member of another non-profit organization.
Employment History
Current Registrations
Vestwyze, LLC
Previous Registrations
Gwn Securities INC.
Gwn Securities INC.Broker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Metlife Securities INC.Broker
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.