Maverick Thomas Capital offers ongoing portfolio management tailored to each client's individual goals, risk tolerance, and time horizon. Maverick Thomas Capital builds a custom Investment Policy Statement for every client and manages portfolios using strategies like fundamental analysis, technical analysis, and long-term trading, focusing on mutual funds, exchange-traded funds, fixed income securities, equities, and annuities. Maverick Thomas Capital also provides financial planning covering retirement, taxes, estate planning, insurance, and education, which is included at no extra cost when clients use the firm for portfolio management. Maverick Thomas Capital acts legally in your best interest as a fiduciary when providing retirement advice. The firm does not have any minimum investment requirements to open an account.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.70% |
| $50K - $250K | 1.45% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2M+ | 0.90% |
Fees are generally negotiable. Financial planning is included at no extra charge for portfolio management clients.