Terry Adam is a CFA-designated registered investment advisor at Academy Capital Management, based in Waco, TX, with 21 years of industry experience. Terry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 996 clients with $1.2B 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable based on factors such as anticipated future earnings, additional assets, and account composition.
Fee Estimator
Location
500 N Valleymills Suite 200, Waco, TX, 76710
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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 →Other Business Activities
Terry manages three businesses: a car wash (JAJR LLC), a real estate and outdoor services company (TJA-LC Ranch Ltd.), and another real estate business (M&A Ltd.). These activities require minimal time for the carwash, about 10-20% of his time for the ranch, and minimal time for the real estate business.
Employment History
Current Registrations
Academy Capital Management
Previous Registrations
Academy Capital Management
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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