Tiercel Capital Texas LLC offers portfolio management services, supervising and directing client investments based on their stated objectives. The firm tailors its services to individual client needs and may accommodate restrictions on certain securities. Investments typically include stocks, bonds, and ETFs. The firm aims for positive returns after taxes, inflation, and fees, using a value-based approach.
Assets Under Management$13M
Clients26
Advisors2
Avg. per Client$490K
Avg. per Advisor$6.4M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Tiercel Capital Texas LLC charges a percentage of your portfolio each year, ranging from 1.0% to 3.0%. For qualified investors, the fee is 2.0% per year, plus a 20% performance fee based on the account's annual performance. These fees are negotiable. The firm's minimum portfolio size is $500,000.
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