Billy Defrance is a CFP-designated registered investment advisor at Lauterbach Financial Advisors, LLC, based in El Paso, TX, with 21 years of industry experience. Billy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 403 clients with $700M 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 | 1.25% |
| $500K - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Fees and fee minimums may be negotiable. Related family accounts may be aggregated. Certain independent managers charge separate, distinct fees.
Fee Estimator
Contact
Billy Defrance
Location
4130 Rio Bravo Street, El Paso, TX, 79902
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Lauterbach Financial Advisors, LLC
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.
Exams
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