Kimelman & Baird, Llc
800 THIRD AVENUE, New York, New York 10022
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.
Fee Structure
Detailed Fee Schedule
For example, an expense ratio of 0.50 means that the mutual fund company charges 0.5% for their services. These fees are in addition to the fees paid by clients to K&B. Additional information: Advisory fees are assessed quarterly, in advance, and payable on the 15th business day
Source: Form ADV Part 2 BrochureDisciplinary Disclosures
This firm has 3 disclosures on record with the SEC.
A disclosure does not necessarily indicate wrongdoing. Verify details on SEC Adviser Info or FINRA BrokerCheck.
Compensation Transparency
- Also registered with a broker-dealer
- Also offers proprietary investment products
These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.