William Lobue is a registered investment advisor at Leftskewed Investment Management, LLC, based in Austin, TX, with 3 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Leftskewed Investment Management charges a performance-based fee, which is a share of the capital gains or capital appreciation of your account. The fee is a maximum of 20% of the annual gross profits for any annual period when the ending asset value exceeds the asset value at the beginning of the prior period where a fee was assessed. The fees are charged after the end of the billing period.
Location
Austin, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is the founder of BCard LLC, a digital business card startup focused on software production. He dedicates about 10-20% of his time to this non-investment related activity.
Employment History
Current Registrations
Leftskewed Investment Management, LLC
Previous Registrations
Leftskewed Investment Management, LLC
State Registrations1 state
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