Lauterbach Financial Advisors, LLC
Assets Under Management
$590.6M
Number of Clients
396
Number of Advisors
11
Average Client AUM
$1.5M
AUM per Advisor
$53.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
LFA manages investment portfolios and provides financial consulting on income and estate tax matters, business sale structures, education funding, retirement planning, and insurance analysis. They primarily use passively managed asset class and index mutual funds, such as Dimensional Fund Advisors (DFA) funds. LFA also provides advisory services to participant-directed employee retirement benefit plans.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
All accounts for members of the client's family (husband, wife and dependent children) or related businesses may be assessed fees based on the total balance of all accounts.
Fee Estimator
LFA charges an annual fee based on a percentage of your assets under management, as detailed in the tiered schedule. A minimum annual fee of $5,000 is generally required for investment management and/or planning services. For employee benefit retirement plan services, a minimum annual fee of $3,000 is generally required. LFA may also charge an hourly fee for additional financial services, with the rate determined and agreed upon in advance.
Areas of Practice
Location
4130 Rio Bravo Street, El Paso, TX, 79902