Eric Efron
Eric Efron is a CFA-designated registered investment advisor at Texas Institutional Investment Management, LLC, based in San Antonio, TX, with 19 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 81 clients with $75M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Texas Institutional charges a percentage of the market value of your account. There are different fee schedules for Growth Equity Strategies and Tactical Strategies:
Growth Equity Strategies:
- First $25 million: 1.00%
- Next $25 to $50 million: 0.90%
- Next $50 to $100 million: 0.80%
- All amounts over $100 million: 0.75%
Tactical Strategies:
- Up to $1 million: 0.75%
- $1 million to $5 million: 0.70%
- $5 million to $20 million: 0.65%
- Over $20 million: 0.60%
There is a $2,000 minimum annual fee. All advisor fees are negotiable upon request.
Location
8603 Crownhill Blvd, Suite 2, San Antonio, TX, 78209
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Texas Institutional Investment Management, LLC
State Registrations1 state
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