Kimberly Evener is a registered investment advisor at Forza Wealth Management, based in Sarasota, FL, with 3 years of industry experience. Kimberly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 129 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.95% |
Advisory fee is negotiable depending on individual client circumstances.
Fee Estimator
Location
5605 Marquesas Circle, Sarasota, FL, 34233
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Forza Wealth Management
State Registrations2 states
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