Texas Capital Bank Private Wealth Advisors offers financial planning, wealth strategy, family governance consultation, and portfolio management. They work with high-net-worth individuals, trusts, retirement plans, and businesses. Financial planning covers areas like risk management, retirement, and education funding. Portfolio management is discretionary, using mutual funds, ETFs, and sub-advisory arrangements. The firm's Investment Team makes portfolio decisions based on market and economic indicators.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Fee schedule excludes portfolios managed consisting solely of various fixed income strategies. Fees are negotiable for portfolios greater than $20,000,000. The annual fee schedule for portfolio management for portfolios managed consisting solely of various fixed income strategies, based on a percentage of assets under management, is as follows: - 0.60% on $0-$2,500,000 - 0.55% on $2,500,001-$5,000,000 - 0.50% on $5,000,001-$10,000,000 - 0.45% on amounts more than $10,000,000