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
Waco, TX
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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