Kimberly Volk is a registered investment advisor at Maine Advisory Associates, based in Portland, ME, with 12 years of industry experience. Kimberly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 153 clients with $99M 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 | Included |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Minimum annual fee of $3,500. Fees may be negotiated. For new clients, the minimum annual advisory fee per account is $3,500 for individuals and $5,000 for institutional clients, but at no time will MAA’s fee exceed 2.0% annually.
Fee Estimator
Location
Portland, ME
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Kimberly serves on the board of directors and is a member of the finance committee for the non-profit organization Portland Downtown. Kimberly also serves on the board of directors and as treasurer for the non-profit organization Maine Jewish Film Festival.
Employment History
Current Registrations
Maine Advisory Associates
Previous Registrations
Maine Advisory Associates, INC.
Aurora Financial Group, LLC
State Registrations2 states
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