Academy Capital Management (ACM) offers investment supervisory services on a discretionary basis. ACM works with clients to establish an Investment Policy Statement (IPS) that outlines their investment objectives, goals, and risk tolerance. ACM's Portfolio Managers strive to provide clear information about the client’s portfolios including performance, risk, and tax-related information. Clients can also provide trade restrictions on specific stocks.
Assets Under Management$1B
Clients970
Advisors6
Avg. per Client$1.1M
Avg. per Advisor$170M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
In certain solicitor-generated accounts, management fees will be split between ACM and the solicitor. In these situations, the client may be paying a fee that is larger than ACM’s basic fee schedule. Management fees may be negotiable in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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