KT
CFP
KT
CFP

Kimberley Carol Threadgill

9 Years of Experience
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
19 advisors
Number of Clients
947 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$500K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.50%
$1.0M - $5.0M1.25%
$5.0M - $25.0M1.00%
$25M+0.75%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1600 Solana Boulevard, Building 8 Suite 8100, Westlake, TX, 76262

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Kimberley is an owner/partner in Bull Run LLC, a real estate venture, since 2022. She spends minimal time on this activity, which involves renting out a house she owns as a rental property.

Employment History
Current Registrations
Stansberry Asset Management, LLC
January 2023 - Present · 3 yrs 1 mo
Previous Registrations
J.P. Morgan Securities LLC
March 2021 - December 2022 · 1 yr 9 mos
J.P. Morgan Securities LLCBroker
October 2019 - December 2022 · 3 yrs 2 mos
Morgan Stanley
September 2016 - September 2019 · 3 yrs
Morgan StanleyBroker
July 2016 - September 2019 · 3 yrs 2 mos
State Registrations2 states
NYTX
Advisor
Exams
No exam information available for this advisor.
Kimberley Carol Threadgill - Financial Advisor | TrueAdvisor