Texas Family Wealth provides customized wealth management and financial planning solutions for individuals, high net worth individuals, families, trusts, estates, and small businesses. Texas Family Wealth builds personalized investment portfolios utilizing individual equities, mutual funds, individual bonds, and exchange-traded funds to match each client's specific goals, time horizon, and risk tolerance. The advisory process includes continuous portfolio monitoring, asset allocation, and regular reviews. In addition to investment management, Texas Family Wealth offers financial planning covering retirement planning, personal savings, education funding, insurance needs, and overall financial strategy as part of its wealth management services. The firm operates on a fee-only basis without commissions on securities transactions and serves as a fiduciary legally required to act in your best interest.
Fee Structure
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+ | 0.85% |
Fees for assets over $5,000,000 are negotiable at the sole discretion of the Advisor. Fees take into consideration aggregate assets under management across all accounts.