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
22 years
Jason Clevlen is a CFP® with 22 years of industry experience, currently serving as an advisor at Lake Hills Wealth Management, LLC since 2017. He previously worked at Ameriprise Financial Services, Inc. for 14 years. Outside of his advisory role, he is the founder and member of Lake Hills Masterminds, a professional development organization focused on finance 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 approach using quantitative and technical methods, and it is notable for its rules-based use of derivatives within client 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)
AMERIPRISE FINANCIAL SERVICES, Inc.
2003 - 2017 (14 years)
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Other specialized services
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