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Angela Tacco

Level Four Advisory Services
15 Years of Experience
Fort Worth, TX
BrokerSells Insurance
View SEC Summary
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Angela Tacco is a registered investment advisor at Level Four Advisory Services, based in Fort Worth, TX, with 15 years of industry experience. Angela is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Charitable Giving, Education Planning, and 8 more. Their firm serves 15,720 clients with $6.5B in assets under management.

Level Four Advisory Services
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
145 advisors
Number of Clients
15,720 clients
Average Client Portfolio
$416K average
Assets Under Management
$6.5B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum fee is generally 2.50% across programs, but varies by specific program and strategy. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

4200 S. Hulen, Suite 303, Fort Worth, TX, 76109

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Angela volunteers as a retirement planning seminar facilitator for AARP and as an instructor at Tarrant County Community College and Texas Christian University, dedicating minimal time to each. Angela also sells fixed insurance for New York Life, but spends no time on this activity.

Employment History
Current Registrations
Level Four Advisory Services
December 2021 - Present · 4 yrs 10 mos
Level Four Financial, LLCBroker
July 2019 - Present · 7 yrs 3 mos
Previous Registrations
Level Four Financial, LLC
July 2019 - December 2021 · 2 yrs 5 mos
Edward Jones
January 2011 - July 2019 · 8 yrs 6 mos
Edward JonesBroker
January 2011 - July 2019 · 8 yrs 6 mos
State Registrations9 states
FLGAKSLAMIMOOKTXWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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