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 $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are negotiable.
Fee Estimator
MSAM charges fees based on a percentage of assets under management. The specific fee is established in the client's written advisory agreement and is negotiable. The investment fee covers management of the account, periodic reviews, and quarterly reporting. Fees are deducted quarterly from the account. For pension consulting services, fees are also based on a percentage of plan value and are negotiable depending on the client's needs and the complexity of the situation.
Areas of Practice
Advisor Information
Office location
222 Sidney Baker South, #538, Kerrville, TX, 78028
Get directionsRegulatory History (2)
Customer Dispute
March 2025Customer Dispute
April 2023Other Business Activities
David is the Vice-Chairman of the Board of Guadalupe National Bank and its holding company, Relationship Financial Corp, dedicating a few hours per week. He also owns Diamond Fork Investments, LLC, is a general partner in Buffalo Forks Ranch LTD, and manager of Texas 4W Land and Cattle.