Kimberly Bolton is a CFP-designated registered investment advisor at Yfp Wealth, based in Berry, AL, with 5 years of industry experience. Kimberly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 232 clients with $53M 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 | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $4.0M | 0.70% |
| $4.0M - $8.0M | 0.60% |
| $8M+ | 0.50% |
Fees are paid in advance in quarterly installments. Minimum annual fee is $5,000 for comprehensive planning with investment management and $1,000 for investment management only. A one-time initial fee of $1,500 to $3,500 also applies.
Fee Estimator
Location
Berry, AL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Yfp Wealth
State Registrations3 states
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