Texas Capital Management provides investment management services using custom portfolios. They invest in various securities, including stocks, bonds, and ETFs. The firm begins with a discovery process to understand your goals, concerns, and risk tolerance. They provide personal attention, internet account access, and regular account reporting. Texas Capital Management is a fee-only firm.
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.