Tara Menchaca is a registered investment advisor at Frost Investment Services, based in Austin, TX, with 25 years of industry experience. Tara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,179 clients with $3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Frost Investment Services offers several investment programs with different fee structures:
- Fund Strategist Portfolio Program: 0.80% on the first $5,000,000, 0.60% on the next $5,000,000, and 0.50% over $10,000,000, plus a portfolio strategy fee of 0.18% on the first $5,000,000, 0.14% on the next $5,000,000, and 0.10% over $10,000,000.
- Optimum Asset Allocation Strategy: 0.80% on the first $5,000,000, 0.60% on the next $5,000,000, and 0.50% over $10,000,000, plus a portfolio strategy fee of 0.18% on the first $5,000,000, 0.14% on the next $5,000,000, and 0.10% over $10,000,000.
- Advisor Model Management: 0.80% on the first $5,000,000, 0.60% on the next $5,000,000, and 0.50% over $10,000,000, plus a portfolio strategy fee of 0.20% on the first $5,000,000, 0.17% on the next $5,000,000, and 0.10% over $10,000,000.
- Unified Managed Accounts Program: 1.25% on the first $1,000,000, 1.10% on the next $1,000,000, 1.00% on the next $3,000,000, and 0.85% over $5,000,000. An optional tax and/or impact overlay service is available for an additional fee of 0.10% on the first $10,000,000, 0.08% on the next $15,000,000, and 0.05% over $25,000,000.
Location
401 Congress Ave, Austin, TX, 78701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Tara works for Frost Bank - Frost Wealth Advisors as a Retirement Services Administrator, managing and maintaining investment accounts. This role takes nearly full-time hours, and she does not provide security recommendations or portfolio management.
Employment History
Current Registrations
Frost Investment Services
Frost Brokerage Services, INC.Broker
Previous Registrations
Frost Investment Services
State Registrations1 state
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