Louis Hughes
Louis Hughes is a CFP-designated registered investment advisor at Dovetail Wealth Management, LLC, based in Taylor, TX, with 28 years of industry experience. Louis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 857 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Dovetail Wealth Management offers investment management through LPL Financial's advisory programs. The annual fees for these programs vary, with a maximum of:
- Manager Access Select (MAS): Up to 3.00%
- Model Wealth Portfolio (MWP): Up to 2.83%
- Optimum Market Portfolio (OMP): Up to 2.50%
- Personal Wealth Portfolio (PWP): Up to 2.50%
For Comprehensive Portfolio Management, the maximum annual fee is 2.00%. Fees are negotiable and are deducted from the account quarterly in advance.
Location
301 North Main Street, Taylor, TX, 76574
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Louis is a board member for Temple College at Taylor Foundation Inc. and City National Bank, and owns Dovetail Wealth Management LLC as a DBA for his LPL business and as a registered investment advisor and insurance agency. He also owns Big Bluestem LLC for real estate rental.
Employment History
Current Registrations
Dovetail Wealth Management, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.