Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable in certain circumstances.
Fee Estimator
ACM charges an annual fee based on the value of your managed assets, debited quarterly. The fee is 1.00% for assets under $3 million, 0.75% for assets between $3 million and $5 million, and 0.50% for assets over $5 million. Fees are negotiable in certain circumstances. Clients are also responsible for brokerage commissions, custodial fees, and other related expenses. Management fees may be split with solicitors in solicitor-generated accounts, potentially resulting in a higher overall fee for the client.
Areas of Practice
Advisor Information
Office location
500 N Valleymills Suite 200, Waco, TX, 76710
Get directionsRegulatory 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
Terry manages three businesses: a car wash (JAJR LLC), a real estate and outdoor services company (TJA-LC Ranch Ltd.), and another real estate business (M&A Ltd.). These activities require minimal time for the carwash, about 10-20% of his time for the ranch, and minimal time for the real estate business.