Kercheville Advisors offers customized investment processes tailored to your goals, risk tolerance, and preferences. They provide portfolio management on a discretionary or non-discretionary basis, financial planning services, and retirement plan consulting. The firm's expertise is in equity stock picking, preferring individual stocks over ETFs or mutual funds.
Assets Under Management$550M
Clients352
Advisors3
Avg. per Client$1.6M
Avg. per Advisor$180M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
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% |
Minimum managed account size of $250,000, but this is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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