David May is a CFA-designated registered investment advisor at Luther King Capital Management Corporation, based in Fort Worth, TX, with 20 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 3,608 clients with $30B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $75.0M | 0.50% |
| $75M+ | 0.35% |
This fee schedule is for non-institutional equity, fixed income, balanced and international portfolios. Institutional portfolios have different fee schedules. Fees may be adjusted, waived or otherwise negotiated.
Fee Estimator
Location
301 Commerce Street, Suite 1600, Fort Worth, TX, 76102
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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
David serves as a director for Upland Software, Inc. He dedicates minimal time to this role during securities trading hours.
Employment History
Current Registrations
Luther King Capital Management Corporation
Previous Registrations
Third Coast Capital Management, L.P.
Third Coast Capital Management, L.P.
State Registrations1 state
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