Kimberly Sartain is a registered investment advisor at Wrs Financial Services, L.L.C., based in Tuscaloosa, AL, with 25 years of industry experience. Kimberly 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 56 clients with $26M 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 $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.75% |
Advisory fee is negotiable depending on individual client circumstances. WRS may combine account values of family members living in the same household.
Fee Estimator
Location
216 Mcfarland Circle N., Tuscaloosa, AL, 35406
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Wrs Financial Services, L.L.C.
State Registrations1 state
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