Kimberly Overby is a registered investment advisor at Cooper Mcmanus, based in Irvine, CA, 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 Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 3,482 clients with $2.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cooper McManus offers investment management services where they create a portfolio tailored to your needs using various investments. The annual fee for this service will not exceed 2.00% and is negotiable. The fee is deducted from your account. They may also use third-party investment advisors, compensating them from their overall fee.
Location
9870 Research Drive, Irvine, CA, 92618
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kimberly works as a settlement consultant for Sage Settlement Consulting, providing comprehensive settlement planning solutions. This is an investment-related activity that takes nearly full-time hours.
Employment History
Current Registrations
Cooper Mcmanus
State Registrations1 state
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