Brett Fenn is a registered investment advisor at Texas Capital Bank Private Wealth Advisors, based in Dallas, TX, with 15 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 731 clients with $3.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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% |
Fee schedule excludes portfolios managed consisting solely of various fixed income strategies. Fees are negotiable for portfolios greater than $20,000,000. The annual fee schedule for portfolio management for portfolios managed consisting solely of various fixed income strategies, based on a percentage of assets under management, is as follows: - 0.60% on $0-$2,500,000 - 0.55% on $2,500,001-$5,000,000 - 0.50% on $5,000,001-$10,000,000 - 0.45% on amounts more than $10,000,000
Fee Estimator
Location
2000 Mckinney Avenue, Suite 1800, Dallas, TX, 75201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Brett is a Managing Director at Texas Capital Bank and Texas Capital Bank Private Wealth since 2028. This dual employment takes nearly full-time hours, with a significant portion during securities trading hours.
Employment History
Current Registrations
Texas Capital Bank Private Wealth Advisors
Previous Registrations
Childress Capital Advisors, LLC
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities INC.Broker
J.P. Morgan Securities INC.Broker
State Registrations1 state
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