Assets Under Management
$175.5M
Number of Clients
237
Number of Advisors
3
Average Client AUM
$740K
AUM per Advisor
$58.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Lake Hills Wealth Management offers investment advice and asset management to individuals, high net worth individuals, trusts, estates, corporate pension and profit-sharing plans, charitable organizations, and small businesses. They also provide financial planning services such as comprehensive financial planning, estate planning, business planning, and educational planning.
| 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.
8601 Ranch Road 2222, Building 1, Suite 230, Austin, TX, 78730