Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
6 advisors
Number of Clients
682 clients
Average Client Portfolio
$646K average
Assets Under Management
$440.8M

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$2,500

Kimery Wealth Management offers a wrap fee program where clients pay a single fee for investment advisory services and associated custodial transaction costs. The maximum annual fee is 2.00% of assets under management. The minimum annual fee is $2,500, but this may be waived. Fees are billed quarterly in advance, based on the account value on the last day of the previous quarter. Fees are negotiable.

Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

6410 Poplar Avenue, Suite 100, Memphis, TN, 38119

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Kevin is a line judge for NCAA Women's Volleyball since 2016. He is also a limited partner in Morpheus Partners since 2000, dedicating minimal time to both activities.

Employment History
Current Registrations
Kimery Wealth Management, LLC
June 2017 - Present · 8 yrs 7 mos
Previous Registrations
Morgan Stanley
June 2009 - June 2017 · 8 yrs
Morgan Stanley Broker
June 2009 - June 2017 · 8 yrs
Citigroup Global Markets INC.
June 2005 - June 2009 · 4 yrs
Citigroup Global Markets INC. Broker
June 2005 - June 2009 · 4 yrs
Merrill Lynch Pierce Fenner & Smith INC.
November 2002 - June 2005 · 2 yrs 7 mos
Spartan Securities Group, Ltd.Broker
July 2002 - July 2002 · 0 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
July 2002 - June 2005 · 2 yrs 11 mos
Goldman, Sachs & CO. Broker
August 1993 - January 2000 · 6 yrs 5 mos
State Registrations2 states
TNTX
Advisor
Exams
No exam information available for this advisor.