November 01, 2007 at 04:00 AM
Executive Vice President
Tanglewood Capital Management
1400 Post Oak Blvd., Suite 550
Houston, Texas 77056
Phone: 713-840-8880
Web site: www.tanglewoodcap.com
E-mail: [email protected]
Year practice started: 1979
AUM: $600 million
Compensation: Fee-only
Number of clients: 370
Client minimum: $1 million
Asset management fee: 87.5 basis points on first $1 million; 50 basis points on $1 million to $3 million, with additional break points at $3 million and $5 million
Planners in firm: 2
Professional accreditations: CFP
Education: BS, University of Houston, petroleum land management; accepted into Tulane University Spring 2008 MBA program
Previous incarnations: Oil and gas industry land management consultant; stockbroker; Schwab branch representative
Industry/community involvement: Planned Giving Council of Houston; Houston Estate and Financial Forum; River Oaks Business Women’s Exchange Club
Outside interests: Student pilot
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