Tubreauxs Wealth & Legacy Solutions
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About
Tubreauxs Wealth & Legacy Solutions provides fee-based investment management and financial planning primarily to individual clients, including high-net-worth and non-high-net-worth households. The firm manages approximately $12.6 million across a small client base and offers both discretionary and non-discretionary portfolio services as well as financial planning and consulting.
The firm tailors investment strategies to each client's objectives, time horizon, and risk tolerance using a mix of fundamental and technical analysis, with account reviews performed at least quarterly and more frequently when market conditions change. Investment programs may include long- and short-term purchases, trading, options strategies, and periodic rebalancing; the firm currently manages client assets on a discretionary basis.
One noteworthy feature is that the firm holds free, public educational seminars and workshops on investments and its services, an offering that is uncommon among similar supported firms. The brochure also discloses that the firm’s principal maintains an affiliated insurance practice and spends a significant portion of time on those activities, which can create commission-related conflicts that the firm addresses through disclosure, a Code of Ethics, and client choice.
Client services
Expertise
Fee options
Financial planning and consulting services offered on a fixed fee basis ranging from $275 to $1,000.
Negotiable annual fee not to exceed 2%
Commission compensation received by the principal as an insurance agent for insurance products sold separately from advisory services.
Financial planning and consulting services offered at $150 per hour.
Main office
252 N. Wheeler St.
Jasper TX 75951
Advisors at this office
1
Most active in
Louisiana · Texas
Also doing business as
Dannar, Gary B. · Tubreauxs Wealth & Legacy Solutions · Tubreauxs Wealth & Legacy Solutions LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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