Lewis Guilbeau
Lewis Guilbeau is a registered investment advisor at Eltekon Advisors, LLC., based in West Lake Hills, TX, with 8 years of industry experience. Lewis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 500 clients with $340M 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 $1000K | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Accounts that fall below $100,000 value will be assessed a minimum annual fee of $2,500. Fees are negotiable at the discretion of the advisor.
Fee Estimator
Location
3839 Bee Caves Rd, Suite 120, West Lake Hills, TX, 78746
Get directionsHistory
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 ActivitiesSells Insurance
Lewis is an insurance agent of Eltekon Insurance Agency, LLC.
Employment History
Current Registrations
Eltekon 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.