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Faith Vincent

20 Years of Experience
Austin, TX

Faith Vincent is a registered investment advisor at Lbj Family Wealth Advisors, LTD., based in Austin, TX, with 20 years of industry experience. Faith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management. Their firm serves 94 clients with $390M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
94 clients
Average Client Portfolio
$4.1M average
Assets Under Management
$388.8M

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees may be negotiable based on total assets under management and the specific scope of work to be performed.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3800 North Lamar, Suite 200, Austin, TX, 78756

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Faith is a VP of various investment and non-investment related LP and LLC entities, spending about 10-20% of their time on this. Faith also holds a non-paid position at LP CVW Development Corp, dedicating minimal time.

Employment History
Current Registrations
Lbj Family Wealth Advisors, LTD.
August 2005 - Present · 20 yrs 9 mos
State Registrations1 state
TX
Advisor

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.

Exams
No exam information available for this advisor.