Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
The firm offers a monthly subscription service for $199 per month for individuals or couples. They also offer a la carte services: Real Estate Investment Analysis, Investment Portfolio Analysis, and Retirement Readiness Analysis, each costing $700 per individual. Fees are not negotiable.
Areas of Practice
Advisor Information
Office location
Richmond, VA
Get directionsRegulatory 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.
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Kimberly works as an impact consultant for Pluralize Capital and an investment researcher for Stakeholders Capital. These roles involve investment research, file management, and impact assessments, taking about a third of Kimberly's time overall.