TN

Taylor Renee Nobriga

11 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
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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Employment History
Current Registrations
Kimery Wealth Management, LLC
April 2023 - Present · 2 yrs 9 mos
Previous Registrations
B. Riley Wealth Advisors, INC.
February 2022 - April 2023 · 1 yr 2 mos
B. Riley Securities, INC.Broker
July 2018 - February 2021 · 2 yrs 7 mos
B Riley Wealth Management
August 2015 - December 2022 · 7 yrs 4 mos
B. Riley Wealth ManagementBroker
August 2015 - April 2023 · 7 yrs 8 mos
Securian Financial Services, INC.
November 2014 - August 2015 · 9 mos
Securian Financial Services, INC.Broker
September 2014 - August 2015 · 11 mos
State Registrations1 state
TN
Advisor
Exams
No exam information available for this advisor.