KH
KH

Kimberly Hudson

12 Years of Experience
Decatur, GA
1 DisclosureBroker

Kimberly Hudson is a registered investment advisor at Edward Jones, based in Decatur, GA, with 12 years of industry experience. Kimberly is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

150 E Ponce De Leon Ave, Ste 180, Decatur, GA, 30030-2543

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2021
Denied
Other Business Activities

Kimberly is a co-owner of N-Motion Stone & Tile Restoration since 2007, but has no work responsibilities with the business and dedicates minimal time.

Employment History
Current Registrations
Edward Jones
June 2014 - Present · 12 yrs 4 mos
Edward JonesBroker
March 2014 - Present · 12 yrs 7 mos
State Registrations23 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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