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.
6410 Poplar Avenue, Suite 100, Memphis, TN, 38119
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Learn about disclosures →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.