Kimberly Mallas
Kimberly Mallas is a registered investment advisor at Consolidated Portfolio Review CORP, based in Sandy, UT, with 9 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,228 clients with $1.6B 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 | 2.50% |
| $100K - $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Shows the tiered billing schedule maximum annual advisory fees. The firm also offers threshold billing, flat percentages, and flat annual fees. Fees are negotiable.
Fee Estimator
Location
8373 S Stonefield Rd, Sandy, UT, 84094
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
January 2024Customer Dispute
June 2023Other Business ActivitiesSells Insurance
Kimberly is involved in several business activities, including being a co-executor of her parents' estate, a loan officer, an insurance agent for multiple companies, the owner of Stonefield Wealth Management, and a board member of DERCK Investment Corp. She also earns income on rental property and sells fixed or indexed annuities.
Employment History
Current Registrations
Consolidated Portfolio Review CORP
Vanderbilt Securities, LLCBroker
Previous Registrations
Lone Peak Advisers
Transitional Broker LLCBroker
Lone Peak Advisers
International Assets Advisory, LLCBroker
Transamerica Financial Advisors, INCBroker
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.
Exams
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