Kimberly Smith is a registered investment advisor at Columbia Advisory Partners, LLC, based in Spokane, WA, with 6 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, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 631 clients with $310M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.25% |
| $25M+ | 0.15% |
Fees are negotiable. Clients may also choose to enroll in the Manager Marketplace service, which provides access to actively managed investment strategies for an additional annual fee of up to 0.50% of the assets invested in any given model.
Fee Estimator
Location
6501 N Cedar Road, Building 4, Suite C, Spokane, WA, 99208
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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 Activities
Kimberly is the owner of Steward Alts, LLC, a private placement manager for private funds. She spends a few hours per week acting as CFO for the business, which provides investment advice and management of private funds.
Employment History
Current Registrations
Columbia Advisory Partners, LLC
Previous Registrations
Columbia Private MarketsBroker
Aet Investment Services, LLCBroker
State Registrations1 state
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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