RB

Ronald Todd Behymer

23 Years of Experience

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 Tower 2, Memphis, TN, 38119

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Regulatory History (1)
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Employment Separation After Allegations
February 2018
Employment History
Current Registrations
Kimery Wealth Management, LLC
April 2018 - Present · 7 yrs 9 mos
Previous Registrations
Charles Schwab & Co., INC.
August 2008 - March 2018 · 9 yrs 7 mos
Charles Schwab & Co., INC. Broker
August 2008 - March 2018 · 9 yrs 7 mos
Wunderlich Securities, INC.
July 2007 - May 2008 · 10 mos
Wunderlich Securities, INC.Broker
June 2007 - May 2008 · 11 mos
Consulting Services Group, LLC
July 2004 - December 2004 · 5 mos
Trading Services Group, INC.Broker
December 2003 - December 2004 · 1 yr
Institutional Brokerage Services CorporationBroker
July 1997 - April 2002 · 4 yrs 9 mos
State Registrations1 state
TN
Advisor
Exams
No exam information available for this advisor.
Ronald Todd Behymer - Financial Advisor | AdvisorDiscover