Ralph Lebkuecher
Ralph Lebkuecher is a registered investment advisor at Shadowridge Asset Management, LLC, based in Austin, TX, with 19 years of industry experience. Ralph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 563 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Fees are for Axos and Nationwide. The annual fee may be negotiable and may be reduced for combined household accounts. When using Altruist as a custodian, the maximum annual fee is 1.50%. For 403(b) plans, the maximum annual fee is 1.25%.
Fee Estimator
Location
1001 S. Capital of Texas Highway, M-100, Austin, TX, 78746
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 1997Other Business ActivitiesSells Insurance
Ralph is an Elder and Stewardship Chair at Wimberley Presbyterian Church, dedicating a few hours per week. He is also an insurance agent, spending minimal time on this activity.
Employment History
Current Registrations
Shadowridge Asset Management, LLC
Previous Registrations
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Nationsbanc Investments, INC.Broker
NationssecuritiesBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.