Kevin Kimery is a registered investment advisor at Kimery Wealth Management, LLC, based in Memphis, TN, with 30 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 471 clients with $560M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kimery Wealth Management charges an annualized fee based on a percentage of your portfolio, billed quarterly in advance. Because the firm operates entirely through a wrap fee program, your portfolio management fee covers administrative and trading costs.
Location
6410 Poplar Avenue, Suite 100, Memphis, TN, 38119
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Regulatory History
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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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.
Employment History
Current Registrations
Kimery Wealth Management, LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Spartan Securities Group, LTD.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Goldman, Sachs & CO.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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