Bates Total Asset Management, Inc. (Kerrville)

Bates Total Asset Management provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for investment companies. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Bates Total Asset Management: assets under management

The assets under management (AUM) of Bates Total Asset Management, Inc. is $18.91 million. The firm's AUM has gone down by -6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $11.4 million in discretionary accounts and $7.52 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $41.74 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $51.84 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bates Total Asset Management, Inc. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Kerrville

The principal office where Bates Total Asset Management, Inc. performs its advisory services is located at 401 Junction Hwy., Kerrville, TX 78028, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 830-896-3717 or by fax 830-792-3834. The normal business hours are 8 a.m. - 5 p.m. on Monday - Friday. You can find more information about the New York firm at www.batesfinancial.com.

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