Kimberly Atchley is a registered investment advisor at Guidestone Advisors, based in Dallas, TX, with 11 years of industry experience. Kimberly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,885 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GuideStone Advisors offers investment management services for an annual fee based on a percentage of your portfolio's average daily balance, up to a maximum of 1.0%. This fee is in addition to other fees, such as those charged by the funds in which you invest. GSA may also waive or negotiate this fee in certain instances.
GuideStone Wealth Management (GWM) fees range up to a maximum of 1.0% of your portfolio, with a minimum of $5,000. This fee is reduced by credits based on management and servicing fees paid to GuideStone affiliates.
GuideStone Managed Accounts (GMA) fees range up to a maximum of 0.50% of your portfolio, reduced by a credit based on management fees paid to GuideStone affiliates.
GuideStone Personal Advisory Services (GPAS) fees range up to a maximum of 1.00% of your portfolio, reduced by a credit based on management fees paid to GuideStone affiliates.
Location
5005 Lbj Freeway, Ste. 2200, Dallas, TX, 75244-6152
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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.
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Kimberly works as an hourly employee at Jet's Pizza, assisting with delivery and restaurant duties. This takes about 10-20% of her time and is not investment-related.
Employment History
Current Registrations
Guidestone Advisors
Guidestone Financial ServicesBroker
Previous Registrations
Wells Nelson & Associates, L.L.C.Broker
Taylor Stephens, INC.
Braymen Lambert and Noel Investment Management
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.