Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LKCM charges a management fee based on a percentage of assets under management. The specific percentage varies depending on the investment strategy (equity, fixed income, balanced, international equity) and whether the portfolio is considered institutional or non-institutional. Minimum annual management fees also apply, ranging from $15,000 to $30,000 depending on the portfolio type. Financial planning services are available on an as-requested basis, with fees negotiated between LKCM and the client.
Areas of Practice
Advisor Information
Office location
301 Commerce Street, Suite 1600, Fort Worth, TX, 76102
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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