IH
CFA · CIC
IH
CFA · CIC

Ira Hester

28 Years of Experience
Austin, TX

Ira Hester is a CFA, CIC-designated registered investment advisor at Luther King Capital Management Corporation, based in Austin, TX, with 28 years of industry experience. Ira operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 3,526 clients with $32B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
34 advisors
Number of Clients
3,526 clients
Average Client Portfolio
$8.9M average
Assets Under Management
$31.5B

Fee Structure

Minimum Investment:$2M
Investment management only (planning not offered)
Minimum Annual Fee:$20,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.75%
$5.0M - $75.0M0.50%
$75M+0.35%

Rates shown are for non-institutional equity and balanced portfolios. Institutional schedules and other strategies (such as small cap or fixed income) have different tiers and minimum fees. Fees are negotiable in the firm's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Four Barton Skyway, 1301 South Mopac Expressway, Suite 350, Austin, TX, 78746

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Luther King Capital Management Corporation
January 2013 - Present · 13 yrs 9 mos
Previous Registrations
Hester Capital Management, L.L.C.
February 1998 - February 2013 · 15 yrs
State Registrations1 state
TX
Advisor

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Exams
No exam information available for this advisor.
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