JK
CFA
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
12 advisors
Number of Clients
174 clients
Average Client Portfolio
$43.9M average
Assets Under Management
$7.6B
Fee Structure
Minimum Investment:$1M
Financial Planning:Investment management only
SIMG charges fees based on a percentage of assets under management. The specific percentage varies depending on the investment strategy selected, and fees are negotiable. SIMG may also enter into asset/performance-based fee arrangements with certain qualified clients. Minimum account sizes range from $1,000,000 to $3,000,000 depending on the strategy.
Areas of Practice
Investment ManagementHigh Net Worth
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Advisor Information
Office location
9 Greenway Plaza, Houston, TX, 77046
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Stephens Investment Management Group, LLC
March 2014 - Present · 11 yrs 10 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.