Kimberly Cushman is a registered investment advisor at Bentoak Capital, based in Katy, TX, with 15 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, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 760 clients with $800M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $7.0M | 0.75% |
| $7M+ | 0.75% |
Fees are negotiable. For asset management services with respect to certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.), GWAG may negotiate a fee rate that differs from the range set forth above.
Fee Estimator
Location
24650 Kingsland Blvd, Katy, TX, 77494
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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 ActivitiesSells Insurance
Kimberly is a Texas Notary since 2007 and a Texas State Life, Accident, Health and HMO Agent since 2010, selling life insurance products. She is also an Investment Advisor Representative (IAR) with Garrett Wealth Advisory Group, doing business as BentOak Capital, dedicating nearly full-time hours to providing investment advisory services.
Employment History
Current Registrations
Bentoak Capital
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
National Planning CorporationBroker
Wunderlich Securities, INC.Broker
Hornor, Townsend & Kent, INC.Broker
Cambridge Investment Research, INC.Broker
State Registrations1 state
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.