Advisor at Teixeira Wealth Management LLC
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Firm
Teixeira Wealth Management LLC
Location
San Luis Obispo, CA 93401
Credentials
Series 63, Series 66
Industry experience
16 years
Kevin Teixeira is the principal advisor at Teixeira Wealth Management LLC in San Luis Obispo, CA, with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously with Eagle Strategies and New York Life. Outside of his advisory role, he is involved in insurance services and real estate investment and development. Teixeira Wealth Management LLC provides discretionary and non-discretionary asset management primarily to individual and high-net-worth clients. The firm employs both fundamental and technical analysis in managing tactical equity and ETF-based asset allocation portfolios, and also offers 529 college savings plan advisory services.
Based on Teixeira Wealth Management LLC
$10,000+: .50% annually (Fixed Income Portfolio) $100,000+: 1.50% annually (Select Equity Portfolios) Up to $99,999 - $99,999: 1.25% annually (Asset Allocation Portfolios and 529 Plans) $100,000 - $249,999: 1.00% annually (Asset Allocation Portfolios and 529 Plans) $250,000+: 0.75% annually (Asset Allocation Portfolios and 529 Plans)
Account minimum: $100,000 for Select Equity Portfolios; $25,000 for Asset Allocation Portfolios (except $5,000 for IRA accounts) Fee-only: Fee-only investment management firm; no commissions on advisory services
1041 Mill Street, Suite 205
San Luis Obispo, CA 93401
California
Teixeira Wealth Management LLC
2016 - Present (10 years)
Teixeira Capital Ventures LLC
2015 - Present (11 years)
Teixeira Insurance Services LLC
2015 - Present (11 years)
Eagle Strategies (NY Life)
2012 - 2016 (4 years)
NYLIFE Securities LLc
2009 - 2016 (7 years)
Teixeira Property Advisers Inc.
2009 - Present (17 years)
New york Life Insurance Company
2008 - 2016 (8 years)
Western Sky Communities LLC
2007 - 2017 (10 years)
KDT Properties LLC
2005 - 2022 (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
San Luis Obispo, CA
Burkart & Stevens Wealth Management
Series 65, Series 66
Arroyo Grande, CA
Phase Line Financial
Series 63, Series 65
San Luis Obispo, CA
HATHER, Robert K
CFP®, PFS™
San Luis Obispo, CA
Elemental Wealth Advisors, LLC
CFP®
San Luis Obispo, CA
Aquila Wealth Advisors
Eric Maldonado, CFP®, MBA, a Fee-Only Financial Planner, is located in San Luis Obispo, CA serving clients both locally and virtually across the US. Aquila Wealth Advisors provides financial planning to help business owners and families build, manage, and protect their assets throughout all seasons of life. Eric Maldonado is a NAPFA-Registered Financial Advisor and CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional. We have a specialty in serving business owners and near-retirees. We help you maximize your income and revenue while aligning finances with your values and goals. We work with you in coordination with your tax, legal, and insurance professionals to customize and implement a plan unique to you, your family, and your business.
Series 63, Series 65
San Luis Obispo, CA
Lance Parker Wealth Management
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