TUBREAUXS WEALTH & LEGACY SOLUTIONS

Overview

Tubreauxs Wealth & Legacy Solutions is an independent, owner-operated registered investment adviser serving individual and family clients with a focus on portfolio management and financial planning. The firm tilts heavily toward equity exposure, running discretionary portfolios that place a large share of assets in exchange-traded equities. Service offerings include comprehensive financial planning, ongoing portfolio management for individuals and small businesses, and client education through seminars and workshops. Fee arrangements are flexible — percentage of assets under management, hourly consulting, and fixed-fee engagements are all used depending on client needs. The firm does not position itself as an ESG investor and operates on a more localized scale rather than as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices