Louis Llanes is a CFA-designated registered investment advisor at Farther, based in Austin, TX, with 25 years of industry experience. Louis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8,142 clients with $7.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Farther Finance Advisors offers investment management services through a wrap program. The annual fee covers investment advice, trade execution, custody, reporting, and account maintenance. The fee is negotiable up to 2% of the assets they manage, depending on the complexity of the account and the investments used.
Location
Austin, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Louis owns LBL Mesia, LLC, a publishing company, since 2020. He spends a few hours per week writing and researching.
Employment History
Current Registrations
Farther
Previous Registrations
Wealthnet Investments, LLC
Centric Investment Group INC
Geneos Wealth Management, INC.
Geneos Wealth Management, INC.
Blythe Lane Investment Management CORP.
State Registrations2 states
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