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
Academy Capital Management (ACM) provides investment supervisory services on a fully discretionary basis. Portfolio Managers provide information about performance, risk, and tax-related information. Client's investment objectives, goals, and risk tolerance levels are stated in an Investment Policy Statement (IPS). Clients can provide trade restrictions.
| 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.
500 N Valley Mills Dr Ste #200, Waco, TX, 76710