Presley Capital Management, LLC provides personalized financial planning and investment management services to individuals, trusts, estates, and charitable organizations. Founded in 2010 and led by Louis Presley, the registered investment advisor helps clients navigate retirement planning, tax strategies, cash flow management, insurance reviews, education funding, and estate planning. The firm builds tailored investment strategies and monitors portfolios based on individual client objectives and risk tolerance. Presley Capital Management often utilizes third-party money managers to handle client accounts and may recommend outside professionals such as lawyers and accountants as needed.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Annual fees may be negotiable. Accounts within the same household may be combined for a reduced fee.