James Orr
James Orr is a CFA-designated registered investment advisor at Texas Capital Bank Private Wealth Advisors, based in Dallas, TX, with 20 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 5 more. Their firm serves 735 clients with $4.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Fees are negotiable for accounts over $20,000,000. Fixed income strategies have a separate fee schedule ranging from 0.60% down to 0.45%.
Fee Estimator
Location
2000 Mckinney Avenue, Suite 700, Dallas, TX, 75201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
James is the Chief Investment Officer at Texas Capital Bank Private Wealth Advisors, dedicating nearly full-time hours to managing client assets and leading the Investment Committee. He also serves on the Investment Committees for Parkland Hospital Pension and Dallas Jewish Community Foundation, spending minimal time on each.
Employment History
Current Registrations
Texas Capital Bank Private Wealth Advisors
Previous Registrations
Kingswood Capital Partners, LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
National Alliance Capital, LLCBroker
Afc Securities INC.Broker
Caterpillar Securities INC.Broker
Aps Financial CorporationBroker
L&n Investment Company, L.P.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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