Menu
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...see more
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
Reviews for Tanglewood Legacy Advisors, Llc
Loading...
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.”
Connect with a local financial advisor
By requesting information, Mployer will connect you with a broker in your market that specializes with employers in your size and industry in accordance with our Terms & Conditions.