Lake Hills Wealth Management offers investment advice and financial services to individuals, high net worth individuals, trusts, estates, corporate pension and profit-sharing plans, charitable organizations, foundations, endowments, corporations, small businesses and churches. Lake Hills Wealth Management provides asset management services, where they manage investments to meet specific goals. They also offer financial planning services, including comprehensive financial planning, estate planning, business planning, and educational planning.
Assets Under Management$210M
Clients229
Advisors3
Avg. per Client$900K
Avg. per Advisor$69M
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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