Kimery Wealth Management, LLC

Kimery Wealth Management, LLC is a financial advisory firm established in 2017 in Memphis, TN, by Kevin D. Kimery. The firm specializes in providing asset management and investment consulting services for individuals and various clients, acting as a fiduciary to always act in the client's best interest. Services offered include portfolio management and financial planning, with a focus on understanding client objectives and risk tolerance. The firm manages client assets through the KWM Wrap Program, with regulatory assets under management of $329,000,000 as of December 31, 2023. For Portfolio Management services, fees are outlined in the advisory agreement and billed quarterly based on account value, with adjustments for deposits and withdrawals. Financial Planning & Consulting services are charged on an hourly or flat fee basis, with a maximum hourly fee of $350 and flat fees not exceeding $10,000. Clients may incur transaction charges and other fees from custodians. The firm does not charge performance-based fees and offers investment discretion to clients with the ability to place restrictions on investments. Kimery Wealth Management, LLC participates in the Schwab Advisor Services program, providing access to institutional brokerage services and support. The firm maintains custody of client 401k accounts and accepts proxy authority to vote client securities. The firm has no disciplinary events and does not receive soft dollars in excess of regulatory limits. Clients may direct brokerage, and the firm reviews accounts annually, providing ongoing services as requested. The firm's financial information is not required to be disclosed due to its financial stability and commitment to meeting client obligations.