Kimberlite Financial Services Limited Liability CO.
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Kimberlite Financial Services offers investment management, project-based financial planning, ongoing financial planning, and hourly consulting. Kimberlite Financial Services manages portfolios on a non-discretionary basis, meaning clients must approve all trades before they are placed. The firm specializes in creating customized investment portfolios and financial plans tailored to each client's specific goals, time horizon, and risk tolerance. Kimberlite Financial Services also provides specialized expertise in cryptocurrency-related investments and incorporates insurance and annuity analysis when appropriate. Ryan J. Hammett is the firm's sole owner and representative.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M+ | 0.85% |
Fees are calculated using a blended schedule and are non-negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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