Tanglewood Legacy Advisors offers investment management services where they manage your investments based on your risk tolerance and financial goals. They primarily use actively managed mutual funds and exchange-traded funds. They also offer financial planning and consulting services for a separate fee, covering various financial needs. If you engage them for both investment management and planning, the planning fees may be included in the investment advisory fee, or vice versa, depending on the scope of the relationship.
Assets Under Management$560M
Clients169
Advisors4
Avg. per Client$3.3M
Avg. per Advisor$140M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | Included |
Fees range from 0.50% to 1.00% annually, depending on various factors. The brochure mentions different types of fee arrangements, including flat and tiered fees.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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