Performance-Aligned Wealth Management
We Earn Nothing
Unless You Do.
Zero management fees. We are paid only when your portfolio outperforms a meaningful benchmark — the way alignment should work.
Why This Firm Exists
I Left the Wirehouse System Because It Was Broken.
“After years inside the system, I saw the same pattern: advisors collecting fees whether their clients made money or not. I started Bancroft Booth because I believed there was a better model.”
J. Winston Booth, CEBS — University of Texas at Austin graduate, Series 7/Series 24/Series 66-licensed, former Wells Fargo executive.
Full background →Who We Serve
Built for Your Stage of Wealth
Typically working with families and individuals with $250K+ in investable assets
Pre-Retirees & Retirees
Income planning, distribution strategies, and risk management for those protecting what they have built.
Executives & Business Owners
Concentrated positions, succession planning, and personal wealth management alongside business assets.
Families Building Wealth
Goal-based planning, education funding, and a strategy that grows with your family through every milestone.
See the Difference
What Would You Pay?
Traditional AUM
Annual fee on a $1M portfolio
Charged regardless of returns
Performance Partnership
If returns don't beat the hurdle
You only pay when we outperform
$1M portfolio, 8% return, 10% hurdle rate. Hypothetical illustration.
Your Journey
From First Call to Ongoing Partnership
Introductory Call
A candid conversation about your financial situation, goals, and whether our approach is the right fit. No obligation.
Strategy & Onboarding
We build a personalized plan, select a fee model, and open your custodial account at Interactive Brokers.
Ongoing Management
Continuous portfolio oversight, quarterly reviews, and proactive adjustments. Direct access whenever you need it.
Ready to align your advisor's incentives with yours?
Serving families across Dallas-Fort Worth, Rockwall, Royse City, and greater North Texas.
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