Tubreauxs Wealth & Legacy Solutions offers investment management services on a discretionary or non-discretionary basis. They also provide financial planning and consulting services covering wills, estate plans, investments, taxes, retirement income, and college planning. Seminars and workshops are held to educate the public on investments and services.
Assets Under Management$13M
Clients35
Advisors1
Avg. per Client$360K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:None
Tubreauxs Wealth & Legacy Solutions charges an annual negotiable investment advisory fee, not to exceed 2% of the total value of your portfolio. The fee can be billed monthly or quarterly. The exact fee is negotiable.
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