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
State Registrations1 state
TN
Advisor
Exams
No exam information available for this advisor.