KJ

Kimberly Dashe Jerger

30 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
28 advisors
Number of Clients
739 clients
Average Client Portfolio
$380K average
Assets Under Management
$280.7M

Fee Structure

Minimum Investment:$25K
Minimum Annual Fee:$250

Colliers Securities offers both wrap and non-wrap programs. In the Colliers Director Program (non-wrap), you'll pay an advisory fee that is negotiable up to a maximum of 2.5% annually, billed quarterly. Ticket charges also apply for each transaction. The minimum account size is $25,000, and the minimum annual advisory fee is $250. In the Envestnet and Dana Direct wrap programs, you'll pay an advisory fee to Colliers Securities, plus a program fee to Envestnet or Dana. The advisory fee is negotiable up to a maximum of 2.5% annually, billed quarterly. The Envestnet program fees vary based on the program selected. The Dana Direct program minimum account size is negotiable.

Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information

Office location

3170 43rd Street S, Suite 105, Fargo, ND, 58104-8908

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Colliers Securities LLC
January 2011 - Present · 15 yrs
Colliers Securities LLC Broker
December 2010 - Present · 15 yrs 1 mo
Previous Registrations
Wells Fargo Investments, LLC
December 2004 - December 2010 · 6 yrs
Wells Fargo Investments, LLCBroker
May 2002 - December 2010 · 8 yrs 7 mos
Wells Fargo Investments, LLCBroker
December 2000 - May 2001 · 5 mos
Wells Fargo Brokerage Services, L.L.C.Broker
July 1994 - December 2000 · 6 yrs 5 mos
State Registrations1 state
ND
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Kimberly Dashe Jerger - Financial Advisor | AdvisorDiscover