Jeffrey Dabbs is a CFA-designated registered investment advisor at Kercheville Advisors LLC, based in San Antonio, TX, with 17 years of industry experience. Jeffrey 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
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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
Jeffrey teaches as a professor at the University of Phoenix, dedicating a few hours per week. This activity is performed outside of business hours.
Employment History
Current Registrations
Kercheville Advisors LLC
Previous Registrations
Old Mill Capital, LLC
Old Mill Capital, LLC
Old Mill Capital, LLC
State Registrations2 states
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