Terry Adam is a CFA-designated registered investment advisor at Academy Capital Management, based in Waco, TX, with 21 years of industry experience. Terry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 970 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
In certain solicitor-generated accounts, management fees will be split between ACM and the solicitor. In these situations, the client may be paying a fee that is larger than ACM’s basic fee schedule. Management fees may be negotiable in certain circumstances.
Fee Estimator
Location
500 N Valleymills Suite 200, Waco, TX, 76710
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Terry manages three businesses: a car wash (JAJR LLC), a real estate and outdoor services company (TJA-LC Ranch Ltd.), and another real estate business (M&A Ltd.). These activities require minimal time for the carwash, about 10-20% of his time for the ranch, and minimal time for the real estate business.
Employment History
Current Registrations
Academy Capital Management
Previous Registrations
Academy Capital Management
State Registrations1 state
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