Elissa Lococo is a registered investment advisor at Tlwm Financial, based in San Antonio, TX, with 15 years of industry experience. Elissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,208 clients with $580M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
The annual fee assessed to your accounts is negotiable and will be determined on a case-by-case basis and will be detailed in our Asset Management Agreement.
Fee Estimator
Location
40 N.E. Loop 410, Suite 644, San Antonio, TX, 78216
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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 Activities
Elissa operates Texas Legacy Wealth Management as a DBA for her LPL business and TLWM, LLC (DBA: TLWM Financial). She dedicates nearly full-time hours to these investment-related activities.
Employment History
Current Registrations
Tlwm Financial
LPL Financial LLCBroker
Previous Registrations
Scottrade, INC.Broker
State Registrations1 state
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