Advisory fees for separately managed accounts range from 0.04% to 0.20% annually, based on the complexity of the investment strategy and level of service. Fees are billed monthly or quarterly. The firm may negotiate fees. There is a minimum annual advisory fee, but the amount is not specified. Fees are prorated for the initial and final months of service.
111 West Houston Street, 10th Floor, San Antonio, TX, 78205
Get directions