Kimberly Hogue
Kimberly Hogue is a registered investment advisor at New Life Financial LLC, based in Prescott Valley, AZ, with 23 years of industry experience. Kimberly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 27 clients with $3M 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 $200K | 3.00% |
| $200K - $400K | 1.50% |
| $400K - $600K | 1.00% |
| $600K+ | 0.75% |
Fees may be reduced or waived for directors, officers, and employees of New Life at the discretion of management. These fees may be negotiated by New Life.
Fee Estimator
Location
Prescott Valley, AZ
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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 an independent travel agent/books vacations through Sisters Building Dreams since 2012, dedicating minimal time during securities trading hours. She is also an independent insurance agent with Insurance Doctors of Indiana, LLC, selling property & casualty, life, and health insurance, which takes about a quarter of her time.
Employment History
Current Registrations
New Life Financial LLC
Previous Registrations
Money Concepts Advisory Service
New Life Financial LLC
Waddell & Reed, INC.
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.