Jack Marino is a CFP-designated registered investment advisor at Lake Hills Wealth Management, LLC, based in Longview, TX, with 21 years of industry experience. Jack 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Location
1127 Judson Rd., Ste. 110, Longview, TX, 75601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jack is the Founder/CEO of Fin & Forest, LLC, serving as a fractional CFO, dedicating a few hours per week. He is also the Founder & Member of Lake Hills Masterminds, LLC, a professional development organization, spending a few hours per week on general management and group facilitation.
Employment History
Current Registrations
Lake Hills Wealth Management, LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Ids Life Insurance CompanyBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations1 state
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.