Advisor at Lake Hills Wealth Management, LLC
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Firm
Lake Hills Wealth Management, LLC
Location
Austin, TX 78730
Credentials
CFP®, Series 66
Industry experience
21 years
Jack Marino is a CFP® with 21 years of experience in the financial industry. He has worked at Lake Hills Wealth Management, LLC since 2017 and previously held roles at Morgan Stanley and Morgan Stanley Private Bank. Outside of advising, Marino is the founder and CEO of Fin & Forest, LLC, where he serves as a fractional CFO, and he also founded Lake Hills Masterminds, LLC, a professional development organization focused on general management and group facilitation. Lake Hills Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, qualified retirement plans, charitable organizations, and small businesses. The firm employs an active risk-management process using model portfolios and a systematic overlay driven by economic and technical indicators, including the use of derivatives in certain accounts.
Based on Lake Hills Wealth Management, LLC
Fixed fee financial planning services up to $1,200 maximum for standalone financial planning
$0 - $1,000,000: 1.00% annually $1,000,000 - $2,999,999: 0.80% annually $3,000,000 - $4,999,999: 0.60% annually $5,000,000+: 0.45% annually
$250 per hour for financial planning services
Account minimum: $1,000,000 Fee-only: Fixed fee for financial planning services based on hourly rate of $250/hour, not to exceed $1,200 for standalone financial planning services.
8601 Ranch Road 2222, Building 1, Suite 230
Austin, TX 78730
Texas
Lake Hills Wealth Management, LLC
2017 - Present (9 years)
Morgan Stanley Private Bank, National Association
2015 - 2017 (2 years)
Morgan Stanley
2014 - 2017 (3 years)
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Insurance agent
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Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
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I help you plan your optimum retirement income strategy. You’ve saved your whole life for retirement, and now it’s time to use that savings to relax and spend your time the way you want to. We will figure out together the best way for you to distribute your savings and account for investment risks, taxes, and an uncertain future. I live in East Texas with my wife and two kids. I am a former professor and take a teaching approach with my clients as well. No two retirements are the same, so your retirement plan will require some custom-fitting. I want you to understand everything we do so that you can help me understand the best plan for you. I am also an Infantry Major in the Arkansas Army National Guard.
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We love the process of partnering with individuals to discover their personal path to a fulfilling financial future. We always tell our clients—we make recommendations, you make decisions. We offer effective tools and clear guidance to help you make retirement what you want.
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