Lake Hills Wealth Management is a registered investment advisor located in Austin, Texas, founded in 2016. The firm provides personalized asset management and financial planning services designed to help clients build and preserve their wealth. Lake Hills Wealth Management offers five core investment models ranging from conservative to aggressive, utilizing a basket of economic and technical indicators to actively manage portfolio risk and adjust equity exposure. The firm serves individuals, high net worth individuals, trusts, estates, pension plans, charitable organizations, and businesses, requiring a minimum account opening balance of $1,000,000. Client portfolios are held at an independent custodian, Charles Schwab & Co., Inc., and managed with the authority to make trades without asking first.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.45% |
Fees are calculated monthly in arrears based on the average daily balance and may be negotiable.