KB
KB
Kimberly Black
10 Years of Experience
Lambertville, NJ
1 Disclosure
Kimberly Black is a registered investment advisor at Greythorne Advisors LLC, based in Lambertville, NJ, with 10 years of industry experience. Kimberly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 67 clients with $26M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
67 clients
Average Client Portfolio
$388K average
Assets Under Management
$26.0M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.30% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.20% |
Fees are generally negotiable. A flat annual fee of $600 may be charged for clients with CDs or mutual funds with minimal trading.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Lambertville, NJ
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Regulatory History (1)
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Financial
September 2020Final
Employment History
Current Registrations
Greythorne Advisors LLC
January 2025 - Present · 1 yr 4 mos
Previous Registrations
Faithward Advisors, LLC
May 2023 - July 2024 · 1 yr 2 mos
American Portfolios Advisors, INC
October 2022 - July 2024 · 1 yr 9 mos
American Portfolios Financial Services, INC.Broker
October 2022 - July 2024 · 1 yr 9 mos
Wells Fargo Clearing Services, LLC
December 2017 - October 2022 · 4 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
December 2017 - October 2022 · 4 yrs 10 mos
Edward Jones
April 2015 - December 2017 · 2 yrs 8 mos
Edward JonesBroker
April 2015 - December 2017 · 2 yrs 8 mos
State Registrations3 states
NJNYPA
Advisor
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
No exam information available for this advisor.