Kimball Halsey is a registered investment advisor at Commons Capital, LLC, based in Needham, MA, with 22 years of industry experience. Kimball operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 226 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commons Capital's investment advisory fees range from 0.25% to 2.00% per year, based on factors like the complexity of services, the amount of assets managed, and the overall relationship. Fees are paid monthly, in advance, based on the value of your portfolio at the end of the prior month. The fees include securities transaction costs.
Location
254 Second Avenue, Suite 130, Needham, MA, 02494
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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.
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Kimball is dually-registered as an Investment Advisor Representative with Commons Capital, LLC and Radius Capital Management, LLC on a temporary and transitional basis. These entities are not affiliated.
Employment History
Current Registrations
Commons Capital, LLC
Previous Registrations
Radius Capital Management, LLC
Halsey Advisory and Management, LLC
State Registrations1 state
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