Lisa Hutter is a registered investment advisor at Ironoak Wealth, based in Cedar Park, TX, with 8 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 332 clients with $160M 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 | 2.00% |
| $500K - $1.0M | 1.65% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.65% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
1405 Arrow Point Drive, Suite 1004, Cedar Park, TX, 78613
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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 →Other Business Activities
Lisa is a passive owner in Willow Ridge Terlingua LLC (campsites) and ALY Ventures LLC (real estate investments), dedicating minimal time to each. She also owns a commercial building housing a crossfit gym (about a quarter of her time), is a member of Women in Multifamily Association (minimal time), and is President Elect of Congregation Agudas Achim (a few hours per week).
Employment History
Current Registrations
Ironoak Wealth
Previous Registrations
Comerica Securities
Comerica SecuritiesBroker
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
State Registrations1 state
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