Anna Kindley
Anna Kindley is a ChFC-designated registered investment advisor at Akpride Financial Services, based in Atlanta, GA, with 5 years of industry experience. Anna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 44 clients with $25M 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 | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
For clients with over $10,000,001 in assets, the annual fee is a flat fee per year, which is determined for each individual client based on various factors. Orion Portfolio Solutions and third-party strategists also charge fees, but the total fees charged by AKPride, Orion, and/or the third-party strategists will not exceed 3.0% per year. The investment management fee is negotiable.
Fee Estimator
Location
Atlanta, GA
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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
Anna owns Kindley Consulting, LLC, providing human resource and financial education seminars, dedicating a few hours per week. She also owns Pride Financial Insurance Services as an insurance agent, selling insurance products and spending a few hours per week on this activity.
Employment History
Current Registrations
Akpride Financial Services
Previous Registrations
Cg Advisory Services
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations5 states
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