Juanita Finley is a registered investment advisor at Texas Capital Management, based in Baytown, TX, with 9 years of industry experience. Juanita operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 200 clients with $54M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Texas Capital Management charges an annual investment management fee based on the value of your portfolio. The fee is calculated at the end of each quarter and paid in advance. The fee varies depending on the amount you invest and the investment method you choose. Here are the two fee schedules:
TXCM Select (Separately Managed Account)
- $100,000 - $499,999: 1.75% per year
- $500,000 - $999,999: 1.50% per year
- $1,000,000 - $1,999,999: 1.25% per year
- Over $2,000,000: 1.00% per year
TXCM Strategic Asset Allocation
- $100,000 - $999,999: 1.00% per year
- $1,000,000 - $1,999,999: 0.75% per year
- Over $2,000,000: 0.50% per year
Fees may be negotiable.
Location
256 Mable Street, Baytown, TX, 77520
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Texas Capital Management
State Registrations2 states
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