KG
KG
Kurt Gunter is a registered investment advisor at Lake Hills Wealth Management, LLC, based in Austin, TX, with 29 years of industry experience. Kurt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 2 more. Their firm serves 229 clients with $210M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
229 clients
Average Client Portfolio
$903K average
Assets Under Management
$206.9M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.45% |
Fees may be negotiable based upon certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location
8601 Ranch Road 2222, Building 1, Suite 230, Austin, TX, 78730
Get directionsHistory
Regulatory History (2)
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Regulatory
December 2020Final
Regulatory
November 2020Final
Employment History
Current Registrations
Lake Hills Wealth Management, LLC
December 2020 - Present · 5 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
August 2017 - December 2020 · 3 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
August 2017 - December 2020 · 3 yrs 4 mos
Stifel, Nicolaus & Company, Incorporated
June 2013 - August 2017 · 4 yrs 2 mos
Stifel, Nicolaus & Company, IncorporatedBroker
June 2013 - August 2017 · 4 yrs 2 mos
Raymond James & Associates, INC.Broker
February 2013 - June 2013 · 4 mos
Raymond James & Associates, INC.
February 2013 - June 2013 · 4 mos
Morgan Keegan & Company, INC.Broker
May 2005 - February 2013 · 7 yrs 9 mos
Morgan Keegan & Company, INC.
May 2005 - February 2013 · 7 yrs 9 mos
Legg Mason Wood Walker INC
September 2001 - May 2005 · 3 yrs 8 mos
Legg Mason Wood Walker, IncorporatedBroker
July 2001 - May 2005 · 3 yrs 10 mos
Investment Professionals, INC.Broker
April 2001 - June 2001 · 2 mos
Banc One Securities CorporationBroker
July 1999 - April 2001 · 1 yr 9 mos
Fidelity Investments Institutional Services Company, INC.Broker
November 1996 - June 1999 · 2 yrs 7 mos
State Registrations1 state
TX
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.