Advisor at Orbis Wealth Management
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
Orbis Wealth Management
Location
Greenfield, MA 01301
Credentials
CFP®, Series 63, Series 65
Industry experience
19 years
Steve Kim is a CFP® professional with 19 years of experience in financial advisory services. He is currently with Orbis Wealth Management and has previously worked with several firms including Gradient Securities, Monadnock Financial, and Dublin Health & Benefit Group. Outside of his advisory work, Kim serves on boards for nonprofit organizations such as Monadnock Community Hospital and the Colonial Performing Arts Center, and he is involved with the Rotary Club scholarship committee. Orbis Wealth Management provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a variety of analysis techniques to guide asset allocation and portfolio oversight, with regular account reviews and monitoring that includes rebalancing and tax-loss harvesting.
Based on Orbis Wealth Management
Based on Orbis Wealth Management
Financial planning flat fees between $3,000 and $10,000
$0 - $1,000,000: 1.25% annually $1,000,000.01 - $3,000,000: 1.10% annually $3,000,000.01 - $5,000,000: 0.75% annually $5,000,000.01+: 0.60% annually
Commissions received for insurance products sold by the principal as an independent insurance agent
$250 per hour for financial planning services
Account minimum: $500,000 Fee-only: Hourly fee of $250 per hour; Fixed fees between $3,000 and $10,000 for financial planning
324 Main St, Second Floor
Greenfield, MA 01301
Massachusetts · New Hampshire · Vermont
Orbis Financial Group Inc.
2024 - Present (2 years)
Orbis Financial Group Inc
2021 - Present (5 years)
Dba Brady Associates Financial Services
2020 - 2025 (5 years)
Hcb Solutions Group, Llc
2018 - Present (8 years)
Dublin Health & Benefit Group
2015 - 2018 (3 years)
Gradient Securities, LLC
2015 - 2025 (10 years)
Gradient Wealth Management
2015 - 2024 (9 years)
Monadnock Financial, Llc
2014 - 2024 (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.
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