Texas First Investment Management Company manages equity portfolios for clients, primarily on a discretionary basis. They focus on value stocks, using fundamental research and bottom-up stock selection. Portfolios are diversified among industries and typically hold 12-20 stocks. The firm discusses each client's risk profile and investment strategy before accepting them as a client.
Assets Under Management$200K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$200K
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$6,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $2.0M | 1.50% |
| $2.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees for very large accounts are negotiable. A minimum annual account fee of $6,000 may apply. There may be an account initiation fee of less than 1% for accounts under $500,000, but this fee may be waived.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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