Texas Asset Management offers financial planning, investment management, and consulting services to individuals, high net worth individuals, retirement plans, trusts, and small businesses. Financial plans cover personal finances, taxes, retirement, and investments. Investment management involves creating a written investment policy and managing portfolios. Consulting services offer advice on specific financial topics.
Assets Under Management$72M
Clients56
Advisors3
Avg. per Client$1.3M
Avg. per Advisor$24M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.45% |
| $5.0M - $8.0M | 0.35% |
| $8M+ | 0.25% |
Fees are negotiable in certain circumstances. Individual accounts for immediate family members are aggregated and the fee is charged based on the total value of all family members’ accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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