Kimberly Bannwarth
Kimberly Bannwarth is a registered investment advisor at Releve Financial Group, based in Atlantic Highlands, NJ, with 3 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 321 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Relevé Financial Group offers investment management services through its wrap fee program, but the brochure does not disclose specific percentage-based fee schedules or tiers for investment management. Clients should contact the firm directly for fee details.
Location
Atlantic Highlands, NJ
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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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Kimberly works for Ashland Productions as a vocal director and music teacher. Her compensation is between $1 and $999, and she spends about 10-20% of her time on this activity.
Employment History
Current Registrations
Releve Financial Group
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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