Sara
Potts
Kmh Wealth Management, LLC
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About this Advisor
Sara Potts is a certified financial planner based in Victoria, Texas with 4 years of industry experience. Potts is on the advisory team at Kmh Wealth Management, LLC. Over the course of their career, Potts has held roles at Croix Financial Dba Croix Wealth Management, Croix Financial, Expeditors International, Texas A&M University, Raymond James Financial Services, Inc, Kmh Wealth Management, LLC and Raymond James Financial Services Advisors, Inc. Potts maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Texas. Kmh Wealth Management, LLC is an advisory firm operating out of Victoria, TX. It manages $607 million in total assets across its 1,205 accounts, making it one of the larger investment advisory firms in the nation by assets under management. The firm advises three charitable organizations. Of its 1,205 client accounts, 23% are associated with high-net-worth individuals who have at least $1 million in assets. Kmh Wealth Management, LLC offers a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters and educational seminars. Financial advisory fees depend on which service is provided. However, fees billed by Kmh Wealth Management, LLC may include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kmh Wealth Management, LLC Brokerage Details
$607,039,134
11
1,205
$503,767
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Sara Potts Work History
Sara has been registered as a financial advisor for 4 years.*
Kmh Wealth Management, LLC
Kmh Wealth Management, LLC
Raymond James Financial Services Advisors, Inc
Raymond James Financial Services, Inc
Croix Financial Dba Croix Wealth Management
Croix Financial Dba Croix Wealth Management
Croix Financial
Expeditors International
Texas A&M University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Sara Potts to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kmh Wealth Management, LLC
Victoria, TX
Victoria, TX
Victoria, TX
Victoria, TX
Victoria, TX
Victoria, TX
Victoria, TX
Victoria, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
