Terri Kimball is a registered investment advisor at Riverplace Capital Management INC, based in Jacksonville, FL, with 22 years of industry experience. Terri operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 159 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2M+ | 1.00% |
Minimum annual fee of $1,250. Fees are negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule.
Fee Estimator
Location
1301 Riverplace Blvd., Suite 2130, Jacksonville, FL, 32207
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Regulatory 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.
Learn about disclosures →Employment History
Current Registrations
Riverplace Capital Management INC
State Registrations1 state
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