Dovetail Wealth Management, LLC is a small investment advisory firm based out of Taylor, TX, specializing in providing comprehensive financial solutions to clients. With 4 employees, including 3 experienced investment advisors, the firm is committed to delivering personalized and trustworthy services to meet the unique needs of each client.
Known for their expertise in managing employer 401Ks and individual portfolios, Dovetail Wealth Management, LLC oversees an impressive average of $73,640,000 in assets under management per investment advisor. Their compensation structure encompasses various options, such as a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility and alignment with client goals.
As a discretionary asset manager, Dovetail Wealth Management, LLC exercises full authority in managing 100% of their clients' assets. Catering primarily to high net worth individuals, the firm maintains a significant portfolio of assets in this segment.
In addition to investment advisory services, Dovetail Wealth Management, LLC also serves as an insurance broker or agent, offering comprehensive coverage options to protect clients' financial well-being.
With a robust client base of over 510 individuals, the firm manages a substantial sum of assets, totaling more than $220,929,000. The longevity and expertise of their advisors, such as Christopher Carruthers, Louis Hughes, and Michael Derosa, contribute to the firm's reputation for providing consistent and reliable financial guidance.
Dovetail Wealth Management, LLC, through its unwavering commitment to client success, strives to build lasting relationships and help individuals achieve their financial goals with confidence.