Kimberly Galbraith
Kimberly Galbraith is a registered investment advisor at Epic Wealth Management, LLC, based in Oklahoma City, OK, with 24 years of industry experience. Kimberly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 389 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Epic Wealth Management's annual fee for managing your investments varies from 0% to 3% of the value of your portfolio. The exact fee depends on the size of your portfolio, the complexity of the services, and the level of administration you request. Epic Wealth Management typically requires a minimum portfolio asset value of $500,000 per household, but may make exceptions. These fees are separate from brokerage expenses and transaction costs.
Location
7406 N Classen Blvd, Oklahoma City, OK, 73116
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kimberly owns K&M Louisiana Properties LLC, leasing commercial and residential real estate. She also owns K&M Wealth Management LLC, investing in real estate and private investments, and Lazy Bee Farms LLC, an agriculture farm producing bee products.
Employment History
Current Registrations
Epic Wealth Management, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Primerica Advisors
PFS Investments INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.