Joe Kercheville
Joe Kercheville is a registered investment advisor at Kercheville Advisors LLC, based in San Antonio, TX, with 58 years of industry experience. Joe 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 352 clients with $550M 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 $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Minimum managed account size of $250,000, but this is negotiable.
Fee Estimator
Location
15750 Ih-10 West, San Antonio, TX, 78249
Get directionsHistory
Regulatory History (3)
Regulatory
June 1994Criminal
September 1992Regulatory
February 1988Other Business ActivitiesSells Insurance
Joe owns The Lodge at River's Edge, I-10 Junction LTD, Guadalupe Rivers Edge LTD, and Joshua Creek Ranch, spending minimal time on each except Joshua Creek Ranch, which takes about 10-20% of his time. Joe also owns AKEA Insurance and sells insurance.
Employment History
Current Registrations
Kercheville Advisors LLC
Previous Registrations
Kercheville & Company, INC.Broker
Donaldson, Lufkin & Jenrette Securities CorporationBroker
Rotan Mosle INC.Broker
Loeb Rhoades & CompanyBroker
Dominick & Dominick, IncorporatedBroker
Dittmar and Company INCBroker
State Registrations2 states
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.