Comal Wealth Management provides personalized financial planning, consulting, and investment management services to individuals and families. The firm primarily practices passive, long-term investment management using mutual funds, exchange-traded funds, individual stocks, and alternative assets, tailored to each client's goals and risk tolerance. In addition to portfolio management, Comal Wealth Management offers standalone and ongoing financial planning covering retirement, taxes, cash flow, estate planning, and insurance, as well as advisory services for annuities. The firm requires clients to use SEI Private Trust Company as their portfolio custodian. Comal Wealth Management operates as a registered investment advisor and is founded by Benjamin Hooper, serving clients from its office in New Braunfels, Texas.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $4.0M | 1.00% |
| $4M+ | 1.00% |
Fees are negotiable for households with over $4,000,000 in assets under management. Family member accounts in the same household are combined for fee calculation purposes.
