Kercheville Advisors is a registered investment advisor headquartered in San Antonio, Texas, offering portfolio management on both a discretionary and non-discretionary basis, along with financial planning and retirement plan consulting. The firm tailors its services to each client's specific goals, risk tolerance, and tax situation. Kercheville Advisors emphasizes equity stock picking using fundamental and technical analysis, preferring individual stocks for the equity portion of portfolios to seek tax efficiency and potential outperformance, while utilizing exchange-traded funds, mutual funds, and bonds for non-equity investments. The firm services individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Account minimum and fees are negotiable at the firm's discretion.