Luther King Capital Management Corporation (LKCM) offers investment advice to individuals, trusts, estates, charities, government entities, corporations, foundations, endowments, pension plans, registered investment companies, and private investment partnerships. LKCM manages equity, fixed income, balanced, and international equity portfolios. LKCM also provides financial planning services through consultations.
Assets Under Management$30B
Clients3,608
Advisors34
Avg. per Client$8.4M
Avg. per Advisor$890M
Fee Structure
Minimum Investment:$2M
Minimum Annual Fee:$20,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $75.0M | 0.50% |
| $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
34 Advisors at this firm
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