Lily Ho
Lily Ho is a CFP-designated registered investment advisor at Jpl Wealth Management, based in Dripping Springs, TX, with 23 years of industry experience. Lily operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 2 clients with $260K 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.25% |
| $5M+ | Included |
Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Location
4002 E Us Hwy 290, Dripping Springs, TX, 78620
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2011Other Business ActivitiesSells Insurance
Lily is involved in several business activities. She sells fixed products as President of JPL Financial & Insurance Services, Inc. for about half of her time, works as a real estate agent for IRN Realty for a few hours per week, and works as a Financial Advisor for JPL Wealth Management Corp. for about a quarter of her time. She also has insurance licenses.
Employment History
Current Registrations
Jpl Wealth Management
J.K. Financial Services, INC.
J.K. Financial Services, INC.Broker
Previous Registrations
Foresters Equity Services, INC.
Foresters Equity Services, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations2 states
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.