LBJ Family Wealth Advisors manages investment portfolios for high-net-worth individuals and families. They create a target asset allocation, select securities, and execute trades. They also assist clients in defining their financial goals and plans for transferring wealth to future generations. LBJ Family Wealth Advisors coordinates with other professional advisors, such as bankers, tax advisors, and lawyers, to provide comprehensive wealth management services.
Assets Under Management$390M
Clients94
Advisors2
Avg. per Client$4.1M
Avg. per Advisor$190M
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable based on total assets under management and the specific scope of work to be performed.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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