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Kimberly Good, CIMA®, CFP®
KCG Investment Advisory Services LLC

Tel: 912-335-8071
315 Commercial Dr. Suite C1
Savannah, GA 31416
KCG Investment Advisory Services LLC | Financial Advisor in Savannah ,GA

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
States Licensed in:   GA, SC, MI
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


Qualifications & Memberships

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


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


Compensation and Fees

Fee Structure:   Fee Only
Minimum Portfolio Size for New Managed Accounts:   $500,000
Compensation Methods:   Hourly, 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


Board Positions

Organization:  Telfair Academy Guild  Savannah GA
Position :  Treasurer
Duration :  1/1/2010-12/31/2011

Organization:  Savannah Newcomers  Savannah GA
Position :  President
Duration :  1/1/2011-12/31/2011

Organization:  Savannah Newcomers  Savannah GA
Position :  Chair/Dining Club
Duration :  9/1/2020-Currently holding

Organization:  Compassion Christian Church  Savannah GA
Position :  Volunteer Coordinator - Shut-In Ministry
Duration :  1/1/2019-Currently holding


Education

Bachelors of Science - Education  Bowling Green State University - Bowling Green OH
09/01/2020-12/31/1982

Certified Personal Wealth Advisor - Executive Education  Chicago Booth - School of Business
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.

Kimberly Good

Kimberly Good

CIMA®, CFP®

Kimberly is a thirty-year veteran of the financial services industry, a Certified Financial Planner (CFP®), an accomplished investment expert (CIMA®), and a Certified Personal Wealth Advisor (CPWA®). Kimberly has expertise in the development of personalized financial plans; in particular, the implementation of those plans including investment management. Kimberly has experience as a Trust Officer, within the Life Insurance Industry, and was a Portfolio Manager and Investment Advisor for boutique investment advisory firms before launching KCG in 2009. In those roles, she has managed as much as $200 million in assets at any given time, providing Wealth Management and Advice for Individuals and Retirement Plans.

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My Services

Financial Planning for Individuals

Kimberly works with Clients to Plan and Invest for greatest impact. Planning for life events is the most common goal investors set for themselves; Retirement is the milestone that causes most people the greatest concern. No matter how much wealth a Client has accumulated, they all worry about maintaining the standard of living they have attained for the rest of their lives and protecting it or later generations. KCG's M.A.P. strategy will put your assets to work; conserving what you'll need during the most crucial periods, while allowing your long-term holdings to grow through volatility and economic change. At the same time, Kimberly will help you establish a well-structured estate plan, including family meetings that can help heirs learn to deal constructively with each other in financial matters, make decisions as a family, retain and manage the family business, and give - thoughtfully. Proactive, regular reviews of your estate plan can avoid errors due to changes in tax law and family dynamics. Kimberly will help you quantify any gap between where you are and what you need - so you can have a comfortable level of certainty.


Portfolio Management

Kimberly will work with you to develop investment strategies - not sell you a product. As an investment fiduciary, Kimberly has access to the universe of available solutions and is not limited. She has the ability to use the product that is in YOUR best interest . Using the right products depends on clearly defining your purpose, identifying your goals along the way, and setting the proper time horizon for each.


Insurance Planning

Part of the universe of financial products must include a fiduciary review of any insurance or long term care products you own. In some circumstances, additional insurance may be the best vehicle to help you reach a goal.


Communities Served

Georgia South Carolina