Advisor at KCG Investment Advisory Services LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
KCG Investment Advisory Services LLC
Location
Savannah, GA 31406
Credentials
CFP®, ChFC®, Series 63
Industry experience
22 years
Kimberly Good is a CFP® and ChFC® with 22 years of industry experience. She is the sole advisor at KCG Investment Advisory Services LLC and previously worked at Destiny Wealth Partners. Kimberly also maintains an independent insurance agent role on a limited basis. KCG Investment Advisory Services LLC provides portfolio management, financial planning, and cash flow coaching to individuals, trusts, retirement plans, small businesses, and institutional clients. The firm combines Modern Portfolio Theory with active management, offering customized model portfolios and distinctive services such as educational workshops and diminished-capacity planning.
Based on KCG Investment Advisory Services LLC
Based on KCG Investment Advisory Services LLC
Up to 1.80% annually (may vary and negotiated, but never exceed 1.80%)
$250 per hour for financial planning, payable quarterly
Fee-only: Advisory fee up to 1.80% annually, negotiated per client; Financial planning fees at $250 per hour
315 Commercial Drive C 1
Savannah, GA 31406
Georgia
Destiny Wealth Partners
2021 - Present (5 years)
KCG Investment Advisory Services LLC
2011 - 2021 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
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