Kimberly Lampropoulos
Kimberly Lampropoulos is a registered investment advisor at Northwest Financial Advisors LLC, based in Herndon, VA, with 8 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 Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,915 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual advisory fee is up to 2.00% for standard programs and up to 1.00% advisory fee plus 0.35% program fee for Guided Wealth Portfolios. Fees are negotiable.
Fee Estimator
Location
200 Spring Street, Suite 120, Herndon, VA, 20170
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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 a registered investment advisor representative (IAR) with Northwest Financial Advisors, LLC, spending about half her time providing investment advisory services. She is also a life insurance agent through NW Insurance Agency LLC, dedicating about 10-20% of her time to this activity.
Employment History
Current Registrations
Northwest Financial Advisors LLC
Northwest Financial Group LLCBroker
LPL Financial LLCBroker
State Registrations34 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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