Kimberley Threadgill is a CFP-designated registered investment advisor at Stansberry Asset Management, LLC, based in Westlake, TX, with 9 years of industry experience. Kimberley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 947 clients with $1B 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 $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $25.0M | 1.00% |
| $25M+ | 0.75% |
Fee schedule for all strategies except Treasury. Treasury strategy fees: First $1M: 0.50%, Amounts over $1M: 0.25%. Fees may be negotiable.
Fee Estimator
Location
1600 Solana Boulevard, Building 8 Suite 8100, Westlake, TX, 76262
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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 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
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Morgan Stanley
Morgan StanleyBroker
State Registrations2 states
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