Jimmy Kemp
Jimmy Kemp is a registered investment advisor at Mcavoy Kemp Wealth Management, LLC, based in Columbus, IN, with 34 years of industry experience. Jimmy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 110 clients with $64M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.40% |
| $200K - $300K | 1.20% |
| $300K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
The annual fees may be discounted on an account-by-account basis.
Fee Estimator
Location
2121 25th Street, Suite A, Columbus, IN, 47201-3214
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jimmy is a managing partner/advisory representative of McAvoy Kemp Wealth Management LLC and president of Indiana Insurance Solutions, Inc, where he is licensed to sell insurance. He also works as a life coach, is a managing partner at Simon Media LLC, and is involved in local government and political organizations.
Employment History
Current Registrations
Mcavoy Kemp Wealth Management, LLC
Cambridge Investment Research, INC.Broker
Previous Registrations
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
Irwin Union SecuritiesBroker
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations5 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.