Kimberly
Leggett
Excalibur Management Corp
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About this Advisor
Kimberly Leggett is a personal financial specialist who works out of Newton Lower Falls, Massachusetts, with 4 years of industry experience. Leggett is an employee of Excalibur Management Corp. The advisor has gained experience at Leggett & Leggett, Pc, Sierra Financial Management Corporation and Excalibur Management Corp. Leggett maintains a Series 65 license, which qualifies them as an investment advisor representative, and is able to serve investors in Massachusetts and Texas. Excalibur Management Corp is a registered investment firm based in Newton Lower Falls, MA. The investment advisory business has offices in five locations and a total of 11 people on staff. It controls $541 million in assets between its 829 client accounts, placing it among the bigger firms in the country by assets under management. Of its 829 client accounts, 50% belong to high-net-worth individuals who have more than $1 million in investable assets. Excalibur Management Corp offers a few services, including financial planning services, portfolio management for individuals and small businesses and publication of newsletters. Fees for financial advisory services largely vary depending on which services the firm provides the client. Fees billed by Excalibur Management Corp likely include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Excalibur Management Corp Brokerage Details
$540,958,908
11
829
$652,544
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Kimberly Leggett Work History
Kimberly has been registered as a financial advisor for 4 years.*
Excalibur Management Corp
Leggett & Leggett, Pc
Sierra Financial Management Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kimberly Leggett to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Excalibur Management Corp
Wilmette, IL
Newton Lower Falls, MA
Newton Lower Falls, MA
Newton Lower Falls, MA
Newton Lower Falls, MA
Newton Lower Falls, MA
Newton Lower Falls, MA
Newton Lower Falls, MA
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