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Investment advisory services offered through Bancroft Booth Capital Advisors, a state-registered investment adviser registered with the Texas State Securities Board. Registration does not imply a certain level of skill or training.
Past performance is not indicative of future results. All investments involve risk including loss of principal. The advisory fee is the only fee charged directly by Bancroft Booth Capital Advisors. Clients may also incur fund expense ratios, custodian fees, and transaction costs charged by third parties.
Fee comparisons and industry ranges referenced on this website are general estimates based on publicly available data and may not reflect all fee structures, service levels, or additional charges at other firms.
Performance-based fee arrangements are available only to Qualified Clients as defined under SEC Rule 205-3 and may create an incentive for riskier investments. High-water mark and hurdle rate provisions are designed to mitigate, but do not eliminate, this potential conflict. See our Form ADVfor complete details on fees, services, and conflicts of interest.
State Registration Notice: Bancroft Booth Capital Advisors is a registered investment adviser in the State of Texas. This website is only intended for clients and interested parties residing in states in which the firm is qualified to conduct investment advisory business.