ASK Capital Investment Managers provides personalized asset management services to individuals and high net worth individuals through a bundled wrap fee program. Founded in 2010 and based in Amarillo, Texas, the firm focuses on building long-term relationships and managing client portfolios on a discretionary basis, meaning they make trades on your behalf without needing prior approval for each individual transaction. ASK Capital Investment Managers operates as a registered investment advisor and emphasizes placing client interests first, adhering to strict ethical standards and federal retirement plan rules where applicable. The firm recommends Charles Schwab as the custodian for all client accounts. ASK Capital Investment Managers does not offer standalone financial planning or charge performance-based fees, concentrating primarily on portfolio management.
Fee Structure
ASK Capital Investment Managers provides investment management through a bundled wrap fee program. The specific fee schedule is detailed in a separate regulatory document called the wrap fee program brochure. The firm does not charge performance-based fees and does not require a minimum account opening balance.