Kimery Wealth Management offers investment advice and asset management to individuals and other clients. They help clients reach their financial goals by understanding their risk tolerance and time horizon. Kimery Wealth Management provides portfolio management, financial planning, and consulting services, including investment, retirement, estate, charitable, education, and tax planning.
Assets Under Management$440M
Clients682
Advisors6
Avg. per Client$650K
Avg. per Advisor$73M
Fee Structure
Investment management only (planning not offered)
Kimery Wealth Management manages client assets through a bundled fee program. The firm does not specify the percentage charged for investment management.
Loading...