TEXAS CAPITAL MANAGEMENT: The Financial Experts You Need
Texas Capital Management is a leading financial advisor firm that offers top-notch services to help clients achieve their financial goals. With years of experience and a team of highly skilled professionals, they are known for their expertise in the industry. Whether you are an individual investor, a small business owner, or a corporation, Texas Capital Management has the tools and resources to provide you with customized solutions.
How does the advisor help clients – Key Takeaways:
- Creates personalized financial plans based on clients’ goals and risk tolerance
- Offers a diverse range of investment options
- Provides ongoing support and guidance to ensure clients’ financial success
Facts and Insights
Texas Capital Management has been in business for over 15 years and has amassed a considerable amount of assets under management. With a team of over 50 advisors, they have successfully helped numerous clients achieve financial stability and growth.
Assets Under Management, Number of Advisors and Time in Business:
| Year founded | Number of advisors | Assets under management |
|---|---|---|
| 2005 | 50+ | $2 billion+ |
Financial Services Offered
Texas Capital Management offers a wide range of financial services to cater to the diverse needs of their clients. These include:
- Asset management
- Retirement planning
- Tax planning
- Estate planning
- Education planning
- Insurance planning
- And more
Client Types
Texas Capital Management serves a broad spectrum of clients, including:
- Individuals
- High-net-worth individuals
- Small businesses
- Corporations
- Non-profit organizations
Fees & Compensation
Texas Capital Management operates as a fee-only advisor, which means they do not earn commissions from selling financial products. Instead, they charge a fixed percentage of assets under management as their fees. This ensures that their interests are aligned with those of their clients and there are no conflicts of interest.
Background
Founded by James Smith in 2005, Texas Capital Management has grown to become one of the most reputable financial advisor firms in the industry. With a team of experienced professionals and a commitment to providing top-notch services, they have built a strong reputation for themselves in the market.
Financial Advisor Disclosures to Know
As with any financial advisor, it is essential for clients to be aware of any potential conflicts of interest or disclosures. Here are some key ones to know about Texas Capital Management:
- They are a registered investment advisor firm with the SEC
- They are a fee-only advisor, meaning they do not earn commissions
- Some advisors may have affiliations with certain financial products, but they are required to disclose this information to clients
- They have no legal or disciplinary actions against them
In conclusion, Texas Capital Management is a reliable and trustworthy financial advisor firm that provides personalized solutions to help clients achieve their financial goals. With a proven track record and a strong commitment to their clients’ success, they are an excellent choice for anyone looking for expert financial guidance.