Frank White is a registered investment advisor at Stephens Investment Management Group, LLC, based in Houston, TX, with 33 years of industry experience. Frank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 174 clients with $7.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SIMG charges a percentage of the assets they manage. The maximum fee for each strategy is:
- Small Cap Growth Strategy: 1.25%
- Mid Cap Growth Strategy: 1.00%
- SMID Core Growth Strategy: 1.00%
- SMID Select Growth Strategy: 1.10%
- Leaders and Innovators Strategy: 1.00%
- SMID Hybrid Growth Strategy: 1.25%
- Artificial Intelligence and Automation Strategy: 1.00%
Fees are negotiable and vary depending on the size of the investment and the services provided.
Location
9 Greenway Plaze, Houston, TX, 77046
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Stephens Investment Management Group, LLC
State Registrations1 state
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