Wallace Hart Capital Management provides investment management services on a discretionary or non-discretionary basis. They also offer limited financial planning services, including cash flow, retirement, and insurance analysis, to help develop a client's investment plan. Wallace Hart works with individuals, pension plans, corporations, trusts, estates, and charitable organizations.
Assets Under Management$260M
Clients225
Advisors4
Avg. per Client$1.1M
Avg. per Advisor$64M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.75% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.35% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fee schedule applies to accounts custodied at Raymond James. For accounts custodied at Fidelity or TIAA, the fee schedule is: - $0 - $999,999: 1.00% - $1,000,000 - $2,999,999: 0.85% - $3,000,000 - $4,999,999: 0.75% - $5,000,000 - $9,999,999: 0.65% - $10,000,000+: Negotiable
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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