Michael Pumphrey
Michael Pumphrey is a CFP-designated registered investment advisor at Tanglewood Total Wealth Management, INC., based in Houston, TX, with 1 years of industry experience. Michael 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
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 Activities
Michael is a peer financial counselor at Kansas State University - Powercat Financial, dedicating a few hours per week. He is also the NexGen Director for the Financial Planning Association of Houston, spending a few hours per week in this volunteer role.
Employment History
Current Registrations
Tanglewood Total Wealth Management, INC.
State Registrations1 state
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