Kimberley Dillingham
Kimberley Dillingham is a registered investment advisor at Lifetime Wealth Management, LLC, based in Montgomery, TX, with 4 years of industry experience. Kimberley 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 144 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lifetime Wealth Management offers asset management services with fees charged as a percentage of the value of your portfolio. The maximum annual fee is 2%. The exact percentage is negotiable based on the level of service, the amount of assets managed, and your prior relationship with LWM. Fees are billed quarterly. You can have the fees deducted from your account or pay directly.
Location
Montgomery, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kimberley is self-employed, providing administrative support services through KED Services since 2021, dedicating about 10-20% of her time. She is also the Chief Compliance Officer for Lifetime Wealth Management, LLC, dedicating about 10-20% of her time to reviewing firm compliance documentation.
Employment History
Current Registrations
Lifetime Wealth Management, LLC
Radar Financial Investments Corporation
State Registrations2 states
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