Tectonic Capital Advisors is a registered investment adviser based in Houston, Texas, offering comprehensive family office services and discretionary portfolio management primarily to high-net-worth individuals and families. The firm takes a holistic and collaborative approach to wealth management, coordinating key financial areas such as estate, gift, and trust planning, income tax planning, financial planning, philanthropic planning, asset protection, liability risk management, and consolidated reporting. For portfolio management, Tectonic Capital Advisors builds diversified portfolios using exchange-traded funds, mutual funds, index funds, and alternative investments, tailoring strategies to each client's investment policy statement. The firm also utilizes third-party managers and specialized assets when appropriate. Tectonic Capital Advisors is owned by Tectonic Financial Inc. and operates alongside affiliated entities that provide banking, insurance, and brokerage services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fee is up to 1.00% of assets under management and is negotiable based on account complexity and services rendered.