Kurt Jason Gunter

Lake Hills Wealth Management, LLC

28 Years of Experience

2 Disclosures

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth

Lake Hills Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

3 advisors

Number of Clients

237 clients

Average Client Portfolio

$740K average

Assets Under Management

$175.5M

Fee Structure

Minimum Investment:$1M

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	1.00%
$1.0M - $3.0M	0.80%
$3.0M - $5.0M	0.60%
$5.0M - $10.0M	0.45%
$10.0M - $25.0M	0.35%
$25M+	0.25%

Fees may be negotiable based upon certain circumstances.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

8601 Ranch Road 2222, Building 1, Suite 230, Austin, TX, 78730

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

December 2020

Final

Regulatory

November 2020

Final

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Lake Hills Wealth Management, LLC

December 2020 - Present · 5 yrs 2 mos

Previous Registrations

Wells Fargo Clearing Services, LLCBroker

August 2017 - December 2020 · 3 yrs 4 mos

Wells Fargo Clearing Services, LLC

August 2017 - December 2020 · 3 yrs 4 mos

Stifel, Nicolaus & Company, IncorporatedBroker

June 2013 - August 2017 · 4 yrs 2 mos

Stifel, Nicolaus & Company, Incorporated

June 2013 - August 2017 · 4 yrs 2 mos

Raymond James & Associates, INC.

February 2013 - June 2013 · 4 mos

Raymond James & Associates, INC.Broker

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

Advisor

Exams

No exam information available for this advisor.