Dillon Kimberley is a registered investment advisor at Des Moines Investments, LLC, based in Des Moines, IA, with 1 years of industry experience. Dillon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 700 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Des Moines Investments charges an annual management fee ranging from 0.80% to 1.00% of your portfolio, charged quarterly. New accounts start at 1.0% annually and may decrease for larger accounts. The fee is negotiable based on balances, trading activity, and the need for ongoing reviews.
Location
2 East Army Post Rd, Suite 2, Des Moines, IA, 50315-5821
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Des Moines Investments, LLC
State Registrations1 state
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