How does the advisor help clients – Key Takeaways:
TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS is a financial advisory firm that provides comprehensive wealth management services to clients. With a team of experienced financial experts, the firm aims to help clients achieve their financial goals through personalized solutions tailored to their unique needs.
The firm offers a wide range of financial services, including investment management, retirement planning, tax planning, estate planning, and risk management. Their primary focus is on high-net-worth individuals, families, and business owners, providing them with the expertise and resources needed to make informed financial decisions.
In addition to their services, TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS also strives to educate and empower clients with the knowledge and tools necessary to take control of their financial future.
Facts and Insights:
Here are some key facts and insights about TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS:
- Number of advisors: 35
- Assets under management: $3.9 billion
- Time in business: 27 years
Financial Services Offered:
TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS offers a comprehensive range of financial services, including:
- Investment management, including asset allocation and portfolio construction
- Retirement planning, including 401(k) rollovers and IRA management
- Tax planning, including tax-efficient investment strategies
- Estate planning, including wealth transfer and asset protection
- Risk management, including insurance and asset preservation strategies
Client Types:
TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS primarily serves high-net-worth individuals, families, and business owners. They understand the complexities and unique needs of this clientele and are committed to providing personalized solutions to help them achieve their financial goals.
Fees & Compensation:
TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS charges a fee based on a percentage of assets under management. This fee may vary depending on the services provided and the account size. They do not receive any commissions or compensation from third parties, ensuring that their recommendations are always in the best interest of their clients.
Background:
TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS was founded in 1994 and has been providing comprehensive wealth management services for over 27 years. The firm is a subsidiary of Texas Capital Bank, a leading commercial bank that provides a full range of banking products and services. This affiliation allows TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS to offer their clients integrated banking and investment solutions.
Financial Advisor Disclosures to Know:
It is always essential to know any disclosures or potential conflicts of interest a financial advisor may have. Here are a few important disclosures to note regarding TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS:
- The firm may have relationships with third-party money managers and receive compensation for introducing clients to these managers.
- The firm may also recommend proprietary investment products offered by Texas Capital Bank.
- The firm’s advisors may receive additional compensation for referring clients to certain outside services.