Assets Under Management
$440.8M
Number of Clients
682
Number of Advisors
6
Average Client AUM
$646K
AUM per Advisor
$73.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Kimery Wealth Management, LLC manages assets for various clients, acting as a fiduciary. They offer a wrap fee program that combines investment advisory services and custodial transaction costs. Clients receive asset management, financial planning, or consulting services to meet their financial goals, with portfolios continuously monitored and rebalanced.
6410 Poplar Avenue, Suite 100 Tower 2, Memphis, TN, 38119