Lake Hills Wealth Management, LLC
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
About This Firm
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 estate, business, and educational planning.
Fee Structure
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
Asset management fees are based on a percentage of assets under management, according to the tiered schedule in the table. The firm generally requires a minimum account size of $1,000,000, which may be negotiable. For standalone financial planning, the firm charges $250 per hour, subject to a minimum annual fee of $5,000, which may also be negotiable. If you also have assets under management of at least $1,000,000, the minimum annual financial planning fee is waived.
Areas of Practice
Location
8601 Ranch Road 2222, Building 1, Suite 230, Austin, TX, 78730