Tanglewood Legacy Advisors provides discretionary and non-discretionary investment management and financial planning services. The firm builds customized portfolios using target asset allocations ranging from capital preservation to aggressive, utilizing primarily actively managed mutual funds and exchange-traded funds, along with individual stocks, bonds, alternative investments, and structured products. In addition to portfolio management, Tanglewood Legacy Advisors offers standalone financial and consulting services, including divorce planning, retirement planning, and general consulting. The firm operates with a focus on comprehensive wealth management, tailoring its approach to each client's specific risk tolerance, goals, and financial situation.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual investment advisory fee generally ranges between 0.50% and 1.00% based on asset value, account complexity, and negotiations.