Kimberly Warrick
Kimberly Warrick is a registered investment advisor at Libertas Wealth Management Group, INC., based in Columbus, OH, with 5 years of industry experience. Kimberly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 319 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.90% |
| $500K - $1.0M | 1.75% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Certain existing or legacy clients may be billed under a prior fee schedule. Sub-advisory and ERISA plan services have separate fee schedules.
Fee Estimator
Location
5003 Horizons Dr., Suite 200, Columbus, OH, 43220
Get directionsHistory
Regulatory History (1)
Financial
August 2018Employment History
Current Registrations
Libertas Wealth Management Group, INC.
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
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