Brandon Lavalley is a registered investment advisor at Targeted Wealth Solutions, based in New Braunfels, TX, with 10 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 84 clients with $49M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Targeted Wealth Solutions offers financial planning and portfolio management as a bundled service. Clients pay a flat annual fee of $5,200, plus an additional fee of 0.25% per year on the amount of your portfolio above $500,000. This fee is calculated each quarter based on the value of your portfolio at the end of the quarter.
Location
New Braunfels, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brandon is a pilot in the US Air Force Reserve since 2015, dedicating about 10-20% of his time. Since 2020, he also works as a residential mortgage loan originator with Stratec LLC dba Trailhead Mortgage, which takes minimal time.
Employment History
Current Registrations
Targeted Wealth Solutions
State Registrations2 states
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