South Texas Capital Advisors provides investment advice and asset management services to individuals, high net worth individuals, non-profits, and small businesses. They focus on helping clients develop and execute plans to build and preserve wealth. They manage assets on both a discretionary and non-discretionary basis. The firm participates in a wrap fee program.
Assets Under Management$76M
Clients27
Advisors2
Avg. per Client$2.8M
Avg. per Advisor$38M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
South Texas Capital Advisors charges a percentage of the amount you invest. The exact fee is negotiable, but it will not exceed 2.50% or be less than 1.00% per year. Fees are charged quarterly, in advance, based on the ending balance of the previous quarter.
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