Alan Tedford
Alan Tedford is a registered investment advisor at Stephens Group Asset Management, LLC, based in Little Rock, AR, with 27 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 209 clients with $1.4B 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 $2.0M | 0.60% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $20.0M | 0.30% |
| $20.0M - $30.0M | 0.15% |
| $30.0M - $40.0M | 0.10% |
| $40.0M - $50.0M | 0.08% |
| $50.0M - $100.0M | 0.06% |
| $100M+ | 0.06% |
Above $100,000,000: Price Upon Request. The above fee schedule also applies to Pooled ERISA Plans and Participant Account Investment Management Services. For asset management services the Firm provides with respect to certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.), SGAM may negotiate a fee rate that differs from the range set forth above.
Fee Estimator
Location
100 River Bluff Drive, Suite 220, Little Rock, AR, 72202-2215
Get directionsHistory
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 Activities
Alan is the managing member of Tedford Family, LLC, a holding company for a family farm, hunting club, and investments, since 2014. He spends minimal time overseeing passive investments for family members.
Employment History
Current Registrations
Stephens Group Asset Management, LLC
State Registrations2 states
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.