Willyn Wahl is a registered investment advisor at Lbj Family Wealth Advisors, LTD., based in Austin, TX, with 20 years of industry experience. Willyn 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable based on total assets under management and the specific scope of work to be performed.
Fee Estimator
Location
3800 North Lamar, Suite 200, Austin, TX, 78756
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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.
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Willyn is the VP/Controller of various investment and non-investment related LP and LLC entities, dedicating about half of their time to these roles. These positions are held through management/services agreements and do not provide separate payment.
Employment History
Current Registrations
Lbj Family Wealth Advisors, LTD.
State Registrations1 state
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