Kimberly K Garner

Libertas Wealth Management Group, INC.

4 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningBusiness OwnersHigh Net Worth

Libertas Wealth Management Group, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

2 advisors

Number of Clients

321 clients

Average Client Portfolio

$386K average

Assets Under Management

$123.9M

Fee Structure

Minimum Investment:None

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $500K	1.90%
$500K - $1000K	1.75%
$1.0M - $3.0M	1.50%
$3.0M - $10.0M	0.75%
$10M+	0.50%

Certain existing or legacy clients may be billed under a prior fee schedule.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

5003 Horizons Dr., Suite 200, Columbus, OH, 43220

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History

Regulatory History (1)

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Financial

August 2018

Final

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Employment History

Current Registrations

Libertas Wealth Management Group, INC.

March 2021 - Present · 4 yrs 11 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.