Kurt Steves is a registered investment advisor at Luther King Capital Management Corporation, based in San Antonio, TX, with 21 years of industry experience. Kurt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 3,608 clients with $30B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $75.0M | 0.50% |
| $75M+ | 0.35% |
This fee schedule is for non-institutional equity, fixed income, balanced and international portfolios. Institutional portfolios have different fee schedules. Fees may be adjusted, waived or otherwise negotiated.
Fee Estimator
Location
5121 Broadway, San Antonio, TX, 78209
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Luther King Capital Management Corporation
Previous Registrations
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State Registrations1 state
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