Lavaca Capital offers investment advisory services to asset managers, registered investment advisors, family offices, and high-net-worth individuals. Lavaca seeks positive investment returns using equity, fixed income, and derivative investments. Lavaca also serves as a sub-advisor to investment companies. Specific client goals are used to create tailored investment strategies.
Assets Under Management$420M
Clients35
Advisors4
Avg. per Client$12M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Lavaca Capital's fees for managing separate accounts are negotiated with each client, up to 2% of the account's assets. Lavaca may also receive a performance-based allocation of up to 30% of the net profit each quarter, subject to a high water mark.
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