Tubreauxs Wealth & Legacy Solutions
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$12,582,804
Total clients
35
0% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
35
Average account size
$359,509
Client services
Fee options
Financial planning and consulting services offered on a fixed fee basis ranging from $275 to $1,000.
Negotiable annual fee not to exceed 2%
Commission compensation received by the principal as an insurance agent for insurance products sold separately from advisory services.
Financial planning and consulting services offered at $150 per hour.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Tubreauxs Wealth & Legacy Solutions
252 N. Wheeler St.
Jasper TX 75951, United States
Number of offices
2
Forms ADV
Quick links
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