Dovetail Wealth Management, LLC
Dovetail Wealth Management, LLC (CRD# 291068) is a financial advisory firm headquartered in Taylor, TX. They manage $278,311,308 in 790 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management278MILLION
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Total Number of Accounts790ACCOUNTS
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Average Account Value$352,293
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
LA
Christopher Carruthers (CRD# 6043416) is an Investment Advisor Representative working at Dovetail Wealth Management, LLC in Taylor, TX and has over 11 years of experience in the finance industry.
Michael Derosa (CRD# 4079942) is an Investment Advisor Representative working at Dovetail Wealth Management, LLC in Taylor, TX and has over 24 years of experience in the finance industry.
Teresa Hettinger (CRD# 2518250) is an Investment Advisor Representative working at Dovetail Wealth Management, LLC in Taylor, TX and has over 27 years of experience in the finance industry.
Louis Hughes (CRD# 2987735) is an Investment Advisor Representative working at Dovetail Wealth Management, LLC in Taylor, TX and has over 26 years of experience in the finance industry.