Jeremy Blackman is a CFA-designated registered investment advisor at Luther King Capital Management Corporation, based in Fort Worth, TX, with 17 years of industry experience. Jeremy 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
34 advisors
Number of Clients
3,608 clients
Average Client Portfolio
$8.4M average
Assets Under Management
$30.1B

Fee Structure

Minimum Investment:$2M
Minimum Annual Fee:$20,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.75%
$5.0M - $75.0M0.50%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

301 Commerce Street, Suite 1600, Fort Worth, TX, 76102

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Luther King Capital Management Corporation
January 2013 - Present · 13 yrs 3 mos
Previous Registrations
Hester Capital Management, L.L.C.
December 2008 - February 2013 · 4 yrs 2 mos
State Registrations1 state
TX
Advisor

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.

Exams
No exam information available for this advisor.