Beverly Tittle
Beverly Tittle is a registered investment advisor at Texas Capital Bank Private Wealth Advisors, based in Dallas, TX, with 6 years of industry experience. Beverly 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.
Learn about disclosures →Other Business Activities
Beverly works as a Collateral Analyst/ABL Ops Analyst at Texas Capital Bank since August 2023. This takes about a quarter of her time.
Employment History
Current Registrations
Texas Capital Bank Private Wealth Advisors
Tcbi Securities, INC.Broker
Previous Registrations
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.