Kimberly Hoffmann is a registered investment advisor at Innovative Wealth Management, LLC, based in Jesup, IA, with 7 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, High Net Worth, Insurance Planning, and 3 more. 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual portfolio management fee varies between 0% and 2.5% depending on asset value, complexity, and administration level. Fees are negotiable.
Fee Estimator
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.
Learn about disclosures →Other Business Activities
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.
Exams
More Advisors
- Zachary Knutson, CFPInnovative Wealth Management, LLC