Academy Capital Management provides discretionary investment management services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm builds portfolios using common stocks, U.S. Treasury bills, and government bonds, tailoring allocations based on individual goals, cash flow needs, tax considerations, and risk tolerance through a formal Investment Policy Statement. Academy Capital Management operates on a fee schedule based on a percentage of the value of your portfolio.
Assets Under Management$1.2B
Clients996
Advisors6
Avg. per Client$1.2M
Avg. per Advisor$190M
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% |
Fees may be negotiable based on factors such as anticipated future earnings, additional assets, and account composition.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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