Houstoun Capital Management provides investment counseling and portfolio management services to private individuals, partnerships, and trusts. The firm determines client's income needs, wealth accumulation objectives, and risk tolerance. Portfolio construction and security selection seek to maximize the probability of meeting the client’s needs and objectives at the level of risk they are willing to accept. The firm's investment approach is conservative, focusing on quality and long-term investments.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees may be negotiable in certain instances. For example, accounts of extended family members may be grouped together to reach a consolidated account size associated with a lower fee tier. Fee discounts might be granted to clients based on the length of their relationship with the firm.