Founded in 1979, Warwick Partners manages portfolios using mutual funds, ETFs, individual stocks and bonds, and private investments. It also selects and monitors outside investment advisers, which can charge up to an additional 0.20% annually on the assets they manage. Financial planning is included with investment management. Fund expenses and brokerage and transaction costs are additional.
Overview
- Headquarters
- Bryan, TX
- Total Firm Assets
- $2.5 billion
- Average High-Net-Worth Client Portfolio Size
- $7.5 million
- Stated Minimum Account Size
- $2,000,000
Recent Rankings
Fee Disclosure
Source: 2026-03-25 WARWICK PARTNERS FORM ADV PART 2A (2026-06-16) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $2,000,000 | 1.00% |
| $2,000,001 | $5,000,000 | 0.75% |
| $5,000,001 | $15,000,000 | 0.50% |
| $15,000,001 | $50,000,000 | 0.25% |
| $50,000,001 | $100,000,000 | 0.20% |
| $100,000,001 | $200,000,000 | 0.12% |
| $200,000,001 | $500,000,000 | 0.08% |
| $500,000,001 | and above | 0.05% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | Below minimum client size | |
| $5 million | $42,500 | 0.85% |
| $10 million | $67,500 | 0.68% |
| $50 million | $180,000 | 0.36% |
| $100 million | $280,000 | 0.28% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Texas for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 61.36%
- Number of High-Net-Worth Clients
- 202
- Total Client Accounts
- 1,533
- Discretionary Accounts
- 1,531
- Non-Discretionary Accounts
- 2
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 105951
- 2026-03-25 WARWICK PARTNERS FORM ADV PART 2A (2026-06-16) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗