Advisor at Lake Hills Wealth Management, LLC
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Firm
Lake Hills Wealth Management, LLC
Location
Austin, TX 78730
Credentials
Series 63, Series 66
Industry experience
29 years
Kurt Gunter is a financial advisor at Lake Hills Wealth Management, LLC in Austin, TX, holding Series 63 and Series 66 designations with 29 years of industry experience. Prior to joining Lake Hills Wealth Management in 2020, he worked at Wells Fargo Clearing Services LLC and Stifel Nicolaus. 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 five core model portfolios and a systematic “risk on/risk off” overlay, implementing strategies primarily through ETFs, stocks, bonds, and selectively using derivatives in 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
2020 - Present (6 years)
Wells Fargo Clearing Services LLC
2017 - 2020 (3 years)
Stifel Nicolaus
2013 - 2017 (4 years)
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Other specialized services
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