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Kimberly Good

KCG Investment Advisory Services LLC

315 Commercial Dr. Suite C1

Savannah, GA 31416

912-335-8071

About KCG Investment Advisory Services LLC

KCG helps you plan and invest for the impact you desire; for you personally, your family, select charities, or global causes. Your impact can be a legacy for and influence on many generations to come!

KCG delivers on an exceptional value proposition, providing meaningful guidance and concierge wealth management services that include practical financial planning and goals-based investment strategies.

Our modern, real-world solutions are based upon collaborative, attainable targets over time, and our implementation process leverages both technical and human resources.

KCG's offices are equipped with the technology necessary to provide sophisticated planning, security, and compliance. Registered in Georgia, South Carolina, and Michigan, KCG currently serves satisfied Clients in 12 states and Costa Rica. Senior Advisor, Kimberly Good, and KCG have established, synergistic relationships with legal, accounting, trust administration, life care advocacy, and specialized investment professionals who are always available to assist in the implementation of your plan. We can work with your current advisors to expand your existing team or help to fill any advisory needs at your discretion.

Client Support Specialist, Christina Martinez-Harrison supervises office staff, managing the delivery of superior, personalized service for each valued Clients. Christina has an impressive work history including Registered Broker, Sales Consultant, Advisory Consultant, and Systems Administrator. She sets a pleasant, friendly mood for the office and is a talented problem-solver.

We believe that it is our responsibility to positively influence all with whom we come into contact, through service, and by example. As our Clients prosper, we prosper, our families and friends prosper, and in turn, our community prospers!

General Information

Firm Start Year

2020

CRD#

1858207

Firm CRD#

150083

States Licensed in

GA, SC, MI

Years of Experience in Financial Services

30

Number of Years with Current Firm

11

I work with the following types of clients

Non-Profit Organizations, Businesses, Individual Investors

Advisory Services Provided

Tax Advice and Services, Portfolio Management, Financial Planning for Individuals, Insurance Planning

Services

Investment Types

Exchange Traded Funds (ETFs), Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Insurance, Commodities, Mortgages & Real Estate, Alternative Investments, Socially Responsible Investments (SRI)

I can meet clients in the following ways

Video Conference, Via Email, At your home, At my office, Via Phone, At your office

Compliance

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®, CIMA®

Insurance and Annuity Licenses

Annuity, Variable Annuity

Firm Information

Advisor's Number of Clients

40

Advisor's Number of Managed Clients

38

Advisor's Number of Planning Clients

40

Assets Managed by Advisor

$56,000,000

Compensation and Fees

Fee Structure

Fee Only

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

Based on Assets

Fee % Based on Assets

1.45-1.8%

Hourly Rate

$250

Additional Details on Charges

Total Assets Under Management Breakpoints reduce the fee for all AUM Up to $250,000 1.8% $251,000 to $1,000,000 1.45% $1,000,001 to $3,000,000 1.25% $3,000,001 to $5,000,000 1% $5,000,001 to $10,000,000 0.75% $10,000,000 and above Negotiable or Family office All investment management engagements include financial planning services at no additional charge.

Minimum Fee Charged for Managed Accounts

$9,000

Minimum Fee Charged for Hourly Planning Accounts

$2,500

Education

Bachelors of Science - Education

Bowling Green State University
09/01/2020 - 12/31/1982

Certified Personal Wealth Advisor - Executive Education

Chicago Booth
4/1/2019 - 6/19/2020

Disclaimer

KCG's Investment Adviser Public Disclosure is available at www.adviserinfo.sec.gov. Kimberly Good is a Registered Investment Adviser, President and owner of KCG Investment Advisory Services LLC. Custody & Clearing offered through Charles Schwab & Co. Inc. For more information about how KCG Investment can help you sponsor a more successful retirement plan, to request a proposal, or for a copy of KCG's ADV 2, contact Kimberly at (912) 224-3069. Mail: PO Box 15416, Savannah GA 31416. This communication is strictly intended for individuals residing in the state(s) of GA, MI and SC. No offers may be made or accepted from any resident outside the specific states referenced.