Texas Family Wealth offers wealth management solutions through personal contact and discretionary management. They construct portfolios using equities, mutual funds, and bonds, and may use ETFs. They also offer financial planning services covering investment, retirement, education, and insurance needs. Texas Family Wealth may recommend independent managers and provides retirement plan advisory services to plan sponsors.
Assets Under Management$230M
Clients363
Advisors4
Avg. per Client$630K
Avg. per Advisor$57M
texasfamilywealth.com ·www.linkedin.com/company/texas-family-wealth ·www.facebook.com/texasfamilywealth
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5M+ | Included |
Fees negotiable for assets over $5,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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