Texas Capital Bank Private Wealth Advisors
Assets Under Management
$3.3B
Number of Clients
734
Number of Advisors
58
Average Client AUM
$4.6M
AUM per Advisor
$57.7M
Compensation
Fee-Only (AUM)
About This Firm
The firm offers financial planning, wealth strategy, family governance consultation, and portfolio management to high-net-worth individuals, trusts, foundations, endowments, retirement plans, and corporate entities. They develop investment strategies based on client's financial circumstances, goals, and risk tolerance.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | 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% |
Fees are negotiable greater than $20,000,000
Fee Estimator
Financial planning and wealth strategy consultation are generally included in portfolio management fees. Separate fees for these services may be charged with prior written approval. Portfolio management fees are charged quarterly in advance, based on the portfolio's value at the end of the prior quarter. The firm participates in a Wrap Program, which includes brokerage, custody, and management fees. The minimum account size for the wrap program is $1 million, though smaller accounts may be permitted. Fees are separate from internal fund expenses. ERISA consulting fees are negotiated on a case-by-case basis.
Areas of Practice
Location
2000 Mckinney Avenue, Suite 1800, Dallas, TX, 75201