Tsa Wealth Management

TSA Wealth Management LLC is a Registered Investment Adviser based in Houston, Texas, established in October 2022. The firm provides tailored investment advisory services, including asset allocation strategies and managed account programs for individuals, high net worth individuals, corporations, and charities. TSA Wealth Management LLC offers discretionary investment advisory services through various managed account programs, with assets under management of $242,853,231 as of January 4, 2023. The firm charges asset management fees quarterly based on a tiered structure ranging from 0.20% to 1.00% annually, depending on the amount of assets under management. Clients must maintain a minimum account size of $500,000. TSA Wealth Management LLC does not charge performance-based fees or engage in side-by-side management. The firm's investment strategies incorporate asset allocation, dollar-cost averaging, technical analysis, and long-term and short-term purchases, with a focus on managing risks and maintaining purchasing power over the long term. Clients are encouraged to consult with a tax professional and should be prepared for the risk of loss associated with investing in securities. The firm does not compensate for client referrals and does not have physical custody of client funds or securities. Clients may grant discretionary authority for investing, with limitations if desired, and are responsible for voting their securities' proxies. TSA Wealth Management LLC does not vote proxies on behalf of clients but may offer advice on corporate actions and proxy voting rights upon request.