Kimberly Bell
Kimberly Bell is a registered investment advisor at Madison Avenue Securities, LLC, based in Kent, WA, with 2 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 14,528 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Madison Avenue Securities (MAS) offers several investment management programs with different fee structures:
- Fee Plus Transaction Charge Program: You'll pay a management fee (0.50% to 2.00% annually) plus transaction charges for buying and selling securities.
- Standard Wrap Program: You'll pay a "wrap fee" (0.50% to 2.25% annually) based on the value of your investments. This fee covers advisory, brokerage, and custodial services.
- Low-Minimum Wrap Program: (No longer accepting new accounts) You'll pay a "wrap fee" (0.50% to 2.25% annually) based on the value of your investments. This fee covers advisory, brokerage, and custodial services.
- AE Wealth Management Program: You'll pay a wrap fee up to 2.5% annually, which includes advisory, brokerage, and custodial services. This program also offers strategies managed by third-party investment managers.
- Envestnet Program: You'll pay a wrap fee up to 2% annually, which includes advisory, brokerage, and custodial services. Fees attributable to Envestnet and the manager depend on the specific program/portfolio the account is invested in and may range anywhere between 0.10% - 2.31%.
Fees are negotiable and may vary depending on account size and other factors.
Location
Kent, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kimberly owns and manages personal property, dedicating a few hours per week since 1990. She is also the owner and president of Navigating Financial Solutions, LLC, spending about 10-20% of her time on this investment-related activity since 2021.
Employment History
Current Registrations
Madison Avenue Securities, LLC
Previous Registrations
Redhawk Wealth Advisors, INC.
State Registrations1 state
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.