Stephen Arnold
Stephen Arnold is a registered investment advisor at Texas Institutional Investment Management, LLC, based in San Antonio, TX, with 20 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 81 clients with $75M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Texas Institutional charges a percentage of the market value of your account. There are different fee schedules for Growth Equity Strategies and Tactical Strategies:
Growth Equity Strategies:
- First $25 million: 1.00%
- Next $25 to $50 million: 0.90%
- Next $50 to $100 million: 0.80%
- All amounts over $100 million: 0.75%
Tactical Strategies:
- Up to $1 million: 0.75%
- $1 million to $5 million: 0.70%
- $5 million to $20 million: 0.65%
- Over $20 million: 0.60%
There is a $2,000 minimum annual fee. All advisor fees are negotiable upon request.
Location
8603 Crownhill Blvd, Suite 2, San Antonio, TX, 78209
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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 →Employment History
Current Registrations
Texas Institutional Investment Management, LLC
Previous Registrations
Vaquero Investment Management Company, INC.
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.