Luther King Capital Management Corporation
Assets Under Management
$30.5B
Number of Clients
3,740
Number of Advisors
32
Average Client AUM
$8.2M
AUM per Advisor
$952.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Luther King Capital Management Corporation (LKCM) provides investment advisory services to individuals, trusts, estates, charitable organizations, government entities, corporations, foundations, endowments, pension and profit sharing plans, registered investment companies, and private investment partnerships. They offer separately managed portfolios, mutual funds (LKCM Funds), private investment partnerships, and sub-advisory services.
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
Location
301 Commerce Street, Suite 1600, Fort Worth, TX, 76102