Kimery Wealth Management, LLC
Assets Under Management
$440.8M
Number of Clients
682
Number of Advisors
6
Average Client AUM
$646K
AUM per Advisor
$73.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Kimery Wealth Management, LLC provides wrap fee portfolio management services, offering standalone asset management or a combination of asset management and financial planning/consulting. They work with clients to understand their financial situation, goals, and risk tolerance, then create a suitable investment approach using various securities. Portfolios are continuously monitored and rebalanced as needed.
Fee Structure
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
Location
6410 Poplar Avenue, Suite 100 Tower 2, Memphis, TN, 38119