Kimberly Tucker
Kimberly Tucker is a registered investment advisor at Stephens Investment Management Group, LLC, based in Houston, TX, with 3 years of industry experience. Kimberly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 277 clients with $9.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Maximum fee varies by strategy: Small Cap Growth and SMID Hybrid Growth are up to 1.25%; Mid Cap Growth, SMID Core Growth, Leaders and Innovators, and Artificial Intelligence and Automation are up to 1.00%; SMID Select Growth is up to 1.10%. Fees are negotiable.
Fee Estimator
Location
9 Greenway Plaza, Houston, TX, 77046
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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 →Employment History
Current Registrations
Stephens Investment Management Group, LLC
Previous Registrations
Stephens
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.
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