Kimberly Gillen
Kimberly Gillen is a registered investment advisor at UBS Financial Services INC., based in Birmingham, MI, with 12 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 Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,144,588 clients with $920B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Customized Financial Planning Services — Typically ranges from $1,000 to $10,000, with a general range of $500 to $50,000 depending on the scope and complexity of the engagement. Fees up to $100,000 may be permitted for highly complex situations involving relationships with a net worth of $100 million or more.
Location
325 North Old Woodward Ave, Suite 200, Birmingham, MI, 48009
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2020Employment Separation After Allegations
January 1992Other Business Activities
Kimberly is a proprietor and owner of The Hobo Group, LLC, a partnership that owns rental property. Kimberly and three other members manage the income property, which may include maintenance and other duties.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
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.
Exams
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