How does the advisor help clients – Key Takeaways:
- Provides expert financial advice and strategies
- Offers a range of financial services to meet client needs
- Specializes in helping clients build and preserve their wealth
- Strives to leave a lasting legacy for clients and their families
Facts and Insights
TUBREAUXS WEALTH & LEGACY SOLUTIONS is a highly regarded financial advisory firm that has been serving clients for over 20 years. The firm is known for its personalized approach to wealth management, providing clients with tailored solutions to help them achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 10 |
| Time in Business: | 20 years |
Financial Services Offered
- Investment management
- Estate planning
- Retirement planning
- Tax planning
- Insurance solutions
- Charitable giving strategies
Client Types
- High-net-worth individuals
- Business owners
- Executives
- Retirees
- High-income earners
- Multi-generational families
Fees & Compensation
TUBREAUXS WEALTH & LEGACY SOLUTIONS operates on a fee-only model, meaning they do not earn commissions or sell financial products for their own benefit. This ensures that their advice is always in the best interest of the client. Fees are based on a percentage of assets under management and are highly competitive with industry standards.
Background
The team at TUBREAUXS WEALTH & LEGACY SOLUTIONS is led by John Tubreauxs, a seasoned financial advisor with over 25 years of experience in the industry. John is a Certified Financial Planner (CFP) and a graduate of Harvard Business School, bringing a wealth of knowledge and expertise to his clients.
Financial Advisor Disclosures to Know
TUBREAUXS WEALTH & LEGACY SOLUTIONS is a registered investment advisor and is legally bound to act in the best interest of their clients. The firm also adheres to a strict code of ethics and regularly discloses any potential conflicts of interest to clients.