Luther King Capital Management Corporation is an investment advisory firm founded in 1979 and based in Fort Worth, Texas. The firm provides personalized investment management for individuals, families, trusts, estates, charitable organizations, and institutional clients. Luther King Capital Management Corporation manages equity, fixed income, balanced, and international portfolios tailored to each client's specific investment goals, tax status, and risk profile. In addition to separately managed portfolios, the firm manages proprietary mutual funds, private investment partnerships, and model portfolio programs. Luther King Capital Management Corporation also offers as-requested financial planning services, evaluating clients' overall financial information, retirement goals, tax considerations, estate planning needs, and cash flow requirements. The firm prides itself on deep fundamental research and a long-term approach to capital appreciation.
Fee Structure
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% |
Rates shown are for non-institutional equity and balanced portfolios. Institutional schedules and other strategies (such as small cap or fixed income) have different tiers and minimum fees. Fees are negotiable in the firm's discretion.