TANGLEWOOD LEGACY ADVISORS, LLC
Houston, Texas
Tanglewood Legacy Advisors, LLC is a reputable investment advisory firm located in Houston, TX. With over 50 individual clients and an impressive $389,731,000 in assets under management, Tanglewood Legacy Advisors provides personalized financial solutions tailored to meet their clients' diverse investment goals. The firm boasts a strong local presence, operating from eight offices strategically positioned to serve their client base effectively.
Dedicated to delivering exceptional service, Tanglewood Legacy Advisors focuses on managing discretionary assets, with an impressive 97% of the assets they handle falling under this catego...
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Assets Under Mgmt
$389.73M
Investment Professionals
5
Locations
7
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Other: CONSULTING ON HOURLY OR PROJECT BASIS
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