Texas Capital Management is an investment management firm that builds and manages customized portfolios for individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides discretionary portfolio management, meaning portfolio managers make investment decisions on behalf of clients based on individual goals, time horizons, and risk tolerance. Texas Capital Management offers two main portfolio strategies: a separately managed account option called TXCM Select, which features direct ownership of individual securities and active management, and a traditional strategic asset allocation approach using a mix of equity and fixed-income securities, mutual funds, exchange-traded funds, and corporate debt. The firm uses various analytical methods including charting, cyclical, fundamental, and technical analysis, along with a tactical overlay model to respond to short-term market trends. Texas Capital Management operates as a fee-only firm, meaning they are compensated solely through management fees charged as a percentage of assets under management and do not receive commissions or third-party compensation for selling financial products.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Fees vary based on the investment strategy selected (TXCM Select vs. TXCM Strategic Asset Allocation). The schedule shown reflects the higher TXCM Select rates; Strategic Asset Allocation ranges from 0.50% to 1.00%. Fees may be negotiable.