Academy Capital Management
Assets Under Management
$1.0B
Number of Clients
970
Number of Advisors
6
Average Client AUM
$1.1M
AUM per Advisor
$174.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Academy Capital Management (ACM) provides investment supervisory services on a fully discretionary basis. They work with clients to establish an Investment Policy Statement (IPS) that outlines investment objectives, goals, and risk tolerance. ACM's Investment Committee oversees investment strategy and analyzes investments based on qualitative and quantitative factors.
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% |
Management fees may be negotiable in certain circumstances.
Fee Estimator
ACM charges an annual fee based on the value of your managed assets, billed 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. These fees do not include brokerage commissions, custodial fees, or other related expenses. Management fees may be negotiable in certain circumstances.
Areas of Practice
Location
500 N Valley Mills Dr Ste #200, Waco, TX, 76710