We would be delighted to welcome you as an investor and can take care of your needs no matter what your time horizon or risk tolerance are.

You can call us in San Antonio (210-824-8916), Austin (512-342-2272), Houston (713-683-3818), or Dallas (214-969-7088), or toll-free at 800-805-1385. If you prefer to email us at stmm@stmmltd.com you will get a quick email response or a call to set an appointment.

Items You’ll Need
Getting started is simple and you can make it simpler by bringing several items to our first meeting:

• Financial statements with cost basis information
• Trust documents, if applicable
• Your will, if available
• Driver’s license, passport or some form of photo identification
• Social security number, or tax identification number
• STMM Account Agreement and ADV (in PDF format)

STMM Account Minimum
We look at clients with multiple accounts that aggregate approximately $500,000 or where the family relationship aggregates to this amount. Our fee schedule provides additional information on how we calculate our fees on individual and aggregated account.

Fee Schedule