KH
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Kimberly Hill

7 Years of Experience
Windsor, CT
Broker

Kimberly Hill is a registered investment advisor at Voya Financial Advisors, INC., based in Windsor, CT, with 7 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,854 clients with $2.7B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
648 advisors
Number of Clients
11,854 clients
Average Client Portfolio
$232K average
Assets Under Management
$2.7B

Fee Structure

Minimum Investment:$1K

Voya Financial Advisors offers several investment management programs with fees based on a percentage of your portfolio's value. These programs include Morningstar Wealth Management, Voya Global Perspectives Market Models (GPMM), and Unified Managed Accounts (UMA). The maximum annual fee for these programs can be up to 2.75% of your portfolio. The Voya Digital Adviser (VDA) program has a maximum annual fee of 1.1%. There are also third-party money manager programs with fees ranging from 0.75% to 2.50%. Some programs have minimum account sizes. Fees are typically deducted from your account monthly or quarterly.

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Location

One Orange Way, C4-S, Windsor, CT, 06095

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Kimberly is a co-trustee for two trusts established for her daughters, assisting them with decision-making. She is also a founding director for a non-profit dog rescue organization and an owner/rental agent for a future rental cabin and home company, each taking minimal time.

Employment History
Current Registrations
Voya Financial Advisors, INC.Broker
June 2024 - Present · 2 yrs 1 mo
Voya Financial Advisors, INC.
June 2024 - Present · 2 yrs 1 mo
Voya Financial Advisors, INC.
June 2024 - Present · 2 yrs 1 mo
Previous Registrations
Morgan Stanley
August 2018 - May 2024 · 5 yrs 9 mos
Morgan StanleyBroker
July 2018 - May 2024 · 5 yrs 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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.
Kimberly Hill - Financial Advisor | TrueAdvisor