Matthew Kimberly
Matthew Kimberly is a CFP-designated registered investment advisor at Planmember Securities Corporation, based in Copley, OH, with 5 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B 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 | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Location
1270 S. Cleveland Massillon Rd., Bldg A, Suite 102, Copley, OH, 44321
Get directionsHistory
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
Matthew works as an agent for 1st Responder Financial Advisors, providing financial, securities, and insurance sales and services, dedicating full-time hours to this role. Additionally, Matthew is self-employed as an insurance agent, selling fixed indexed annuities, dedicating minimal time to this activity.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
State Registrations18 states
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