Angela Tacco
Angela Tacco is a registered investment advisor at Level Four Advisory Services, based in Fort Worth, TX, with 15 years of industry experience. Angela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 14,510 clients with $5.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Level Four Advisory Services offers several investment management programs:
- Managed Assets Program: Fees are negotiable, with a maximum of 2.50% annually, based on the value of your investments.
- Participant Asset Management Program: Designed for retirement plan participants, fees are negotiable up to 1.25% annually.
- ICA Platform Program: Through Raymond James, fees are negotiable up to 2.5% annually. Sub-advisory services from Level Four Capital Management may be used.
Fees are calculated and billed monthly in advance.
Location
4200 S. Hulen, Suite 303, Fort Worth, TX, 76109
Get directionsHistory
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
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
Level Four Financial, LLCBroker
Previous Registrations
Level Four Financial, LLC
Edward Jones
Edward JonesBroker
State Registrations8 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.