Kimberly Tucker-Knotts
Kimberly Tucker-Knotts is a registered investment advisor at Kim Knotts, RIA, based in Folsom, CA, with 27 years of industry experience. Kimberly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 34 clients with $9.3M 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 $250K | 1.50% |
| $250K - $500K | 1.50% |
| $500K+ | 1.00% |
Fees may be negotiable at the firm's discretion.
Fee Estimator
Location
101 Parkshore Drive, Folsom, CA, 95630
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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 the owner of Sierra Foothills Real Estate, where she is involved in mortgage lending and real estate sales activities, dedicating a few hours per week. She also owns Sierra Foothills Tax Service, providing income tax preparation, consulting, and review services, and is a self-employed insurance agent selling life and health products, as well as an investment advisor representative with SCF Investment Advisors.
Employment History
Current Registrations
Kim Knotts, RIA
Previous Registrations
Scf Investment Advisors, INC.
Scf Securities, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
Questar Asset Management, INC.
Questar Capital CorporationBroker
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
LPL Financial LLCBroker
LPL Financial LLC
Brecek & Young Advisors, INC.
Brecek & Young Advisors, INC.Broker
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.