Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
6 advisors
Number of Clients
970 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.0B

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $3.0M1.00%
$3.0M - $5.0M0.75%
$5M+0.50%

Fees may be negotiable in certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee

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
Investment ManagementRetirement Planning
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Advisor Information

Office location

500 N Valley Mills Dr Ste #200, Waco, TX, 76710

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Academy Capital Management
January 2025 - Present · 1 yr
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Luke Parson Thompson - Financial Advisor | AdvisorDiscover