Abigail Gunderson
Abigail Gunderson is a CFP-designated registered investment advisor at Tanglewood Total Wealth Management, INC., based in Houston, TX, with 19 years of industry experience. Abigail operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 430 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Tanglewood Total Wealth Management offers two types of investment management services with different fees:
Wealth Management (planning included):
- 0.70% per year on the first $3,000,000
- 0.42% per year on the next $17,000,000
- Above $20,000,000 the fee is negotiated
- Minimum annual fee of $14,000
Investment Management (investment only):
- 0.50% per year on the first $5,000,000
- 0.25% per year above $5,000,000
- No minimum annual fee
Fees are based on the average daily market value of managed assets and are billed quarterly.
Location
1400 Post Oak Blvd, Suite 800, Houston, TX, 77056
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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 →Employment History
Current Registrations
Tanglewood Total Wealth Management, INC.
Previous Registrations
Linscomb & Williams
Bbva Wealth Solutions INC.
Fsc Securities Corporation
Texan Capital Group, INC.
AXA Advisors, LLC
State Registrations1 state
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