Donald Lesch is a registered investment advisor at Owtur Investment Advisors, LLC, based in Weatherford, TX, with 3 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1 clients with $9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Advisors are allowed to lower the fee as they see fit subject to a minimum fee that may be set by Owtur and any selected third-party money manager(s). The chosen fee will be clearly indicated on Exhibit 1 of the Owtur Investment Advisory Agreement.
Fee Estimator
Location
Weatherford, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Owtur Investment Advisors, LLC
State Registrations1 state
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