TexWealth provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. TexWealth creates an Investment Policy Statement for each client and seeks discretionary authority to execute transactions. TexWealth primarily recommends mutual funds, fixed income securities, REITs, equities, ETFs, and treasury inflation-protected bonds.
Assets Under Management$56M
Clients25
Advisors1
Avg. per Client$2.2M
Avg. per Advisor$56M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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