Kimberly Newsome
Kimberly Newsome is a registered investment advisor at Teeple Snyder Newsome Wealth & Tax Management, based in Brownsburg, IN, with 4 years of industry experience. Kimberly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 606 clients with $290M 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 $1.5M | 1.00% |
| $1.5M - $2.5M | 0.85% |
| $2.5M+ | 0.50% |
This is a blended fee schedule. Fees are negotiable at the discretion of TSN.
Fee Estimator
Location
111 East Main Street, Brownsburg, IN, 46112
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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 owns Fitcount LLC, a non-investment related business, since 2020. This activity requires minimal time.
Employment History
Current Registrations
Teeple Snyder Newsome Wealth & Tax Management
State Registrations2 states
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.