Tubreauxs Wealth & Legacy Solutions
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$12,582,804
Clients
35
0% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
35
TypicalAverage account size
$359,509
About
Tubreauxs Wealth & Legacy Solutions provides fee-based investment management and financial planning primarily to individual clients, including high-net-worth and non-high-net-worth households. The firm manages approximately $12.6 million across a small client base and offers both discretionary and non-discretionary portfolio services as well as financial planning and consulting.
The firm tailors investment strategies to each client's objectives, time horizon, and risk tolerance using a mix of fundamental and technical analysis, with account reviews performed at least quarterly and more frequently when market conditions change. Investment programs may include long- and short-term purchases, trading, options strategies, and periodic rebalancing; the firm currently manages client assets on a discretionary basis.
One noteworthy feature is that the firm holds free, public educational seminars and workshops on investments and its services, an offering that is uncommon among similar supported firms. The brochure also discloses that the firm’s principal maintains an affiliated insurance practice and spends a significant portion of time on those activities, which can create commission-related conflicts that the firm addresses through disclosure, a Code of Ethics, and client choice.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Options & derivatives strategies
Tax-loss harvesting
General estate planning guidance
Retirement income strategy
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.
Main office location
Tubreauxs Wealth & Legacy Solutions
252 N. Wheeler St.
Jasper TX 75951, United States
Number of offices
2
Most active in
Tubreauxs Wealth & Legacy Solutions has reported serving >5 clients in these states in the last 12 months.
Louisiana · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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