KG
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Kimberly Garner
5 Years of Experience
1 Disclosure
Kimberly Garner is a registered investment advisor at Libertas Wealth Management Group, INC., based in Columbus, OH, with 5 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, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 319 clients with $160M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
319 clients
Average Client Portfolio
$511K average
Assets Under Management
$163.1M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.90% |
| $500K - $1000K | 1.75% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Certain existing or legacy clients may be billed under a prior fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
5003 Horizons Dr., Suite 200, Columbus, OH, 43220
Get directionsHistory
Regulatory History (1)
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Financial
August 2018Final
Employment History
Current Registrations
Libertas Wealth Management Group, INC.
March 2021 - Present · 5 yrs 1 mo
State Registrations1 state
OH
Advisor
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.
Exams
No exam information available for this advisor.