Cargile Investment Management is a registered investment advisor in Midland, Texas. They offer portfolio management services tailored to clients' needs and investment objectives, using mutual funds and exchange-traded funds. Clients choose an investment policy (Income, Growth, Moderate Growth, Income with Growth, or Aggressive Growth), and Cargile Investment Management uses tactical and strategic asset allocation to manage the portfolio. Cargile Investment Management requires discretionary authority to manage client accounts.
Fee Structure
Cargile Investment Management's annual fee for managing your investments varies from 0.10% to 2.0% of the market value of your portfolio. The fee depends on the complexity of the services and the level of administration requested. The fee is billed quarterly, based on the portfolio balance at the end of the billing period. The fee is negotiable depending on your circumstances.