Kimery Wealth Management, LLC is a registered investment advisor based in Memphis, Tennessee, offering portfolio management, financial planning, and consulting services. Founded in 2017 and owned by Kevin Kimery, the firm manages portfolios by utilizing third-party managers, exchange-traded funds, mutual funds, and individual securities, tailoring strategies to each client's risk tolerance and financial goals. In addition to investment management, the firm provides guidance on retirement, estate, charitable, education, and tax planning. Kimery Wealth Management operates under a wrap fee program through Charles Schwab & Co., meaning bundled administrative and trading costs are covered under the standard management fee.
Fee Structure
Kimery Wealth Management charges an annualized fee based on a percentage of your portfolio, billed quarterly in advance. Because the firm operates entirely through a wrap fee program, your portfolio management fee covers administrative and trading costs.