Brett Fenn
Brett Fenn is a registered investment advisor at Texas Capital Bank Private Wealth Advisors, based in Houston, TX, with 16 years of industry experience. Brett 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
1330 Post Oak Blvd, Floor 16, Houston, TX, 77056
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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
Brett is a Managing Director at Texas Capital Bank and Texas Capital Bank Private Wealth since 2028. This dual employment takes nearly full-time hours, with a significant portion during securities trading hours.
Employment History
Current Registrations
Texas Capital Bank Private Wealth Advisors
Previous Registrations
Childress Capital Advisors, LLC
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities INC.Broker
J.P. Morgan Securities INC.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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