Lindsay Haas
Lindsay Haas is a registered investment advisor at Oakwell Private Wealth Management, based in New Braunfels, TX, with 13 years of industry experience. Lindsay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 5 more. Their firm serves 453 clients with $670M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.55% |
Fees are annual, billed monthly or quarterly in arrears, and may be negotiable based upon certain circumstances. Flat fees may also be negotiated.
Fee Estimator
Location
1619 East Common Street, Suite 1101, New Braunfels, TX, 78130
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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
Lindsay is the Club President of the Rotary Club of New Braunfels, dedicating about 10-20% of their time to the role. Lindsay also supports and is a committee member for The Braunfels Foundation Trust and is a board member for The Sophienburg Museum and Archives, dedicating minimal time to each.
Employment History
Current Registrations
Oakwell Private Wealth Management
Previous Registrations
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLCBroker
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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