Kimberly Hoffmann is a registered investment advisor at Innovative Wealth Management, LLC, based in Jesup, IA, with 6 years of industry experience. Kimberly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 305 clients with $99M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Innovative Wealth Management's annual fee for managing your investments ranges from 0% to 2.5% of the value of your portfolio. The exact percentage depends on the amount you invest, the complexity of the services, and the level of administration you request. The fee is deducted from your account monthly or quarterly.
Location
960 6th Street, Suite 1, Jesup, IA, 50648
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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 is the owner of Innovative Tax Services LLC, providing tax preparation services. She dedicates a few hours per week to marketing and guidance for this business.
Employment History
Current Registrations
Innovative Wealth Management, LLC
State Registrations1 state
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.