Kim Shechtman
Kim Shechtman is a registered investment advisor at Raymond James & Associates, INC., based in Coral Gables, FL, with 4 years of industry experience. Kim is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B 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 | 2.25% |
Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.
Fee Estimator
Location
2333 Ponce De Leon Blvd., Suite 500, Coral Gables, FL, 33134
Get directionsHistory
Regulatory History (1)
Financial
September 2020Other Business Activities
Kim is a board member and finance/investment committee member for Kristi House Children's Advocacy Center since March 2023, dedicating a few hours per week. Kim assists with planning, messaging, organizational management, and financial stability for the non-profit organization.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations9 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.
Exams
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