Lake Hills Wealth Management, LLC

Lake Hills Wealth Management, LLC is an investment adviser firm founded in 2016 by Jack Marino and Jason Clevlen, offering services to various clients, including individuals, high net worth individuals, trusts, estates, and more. The firm requires a minimum account opening balance of $200,000, which may be negotiable. Lake Hills Wealth Management focuses on asset management and financial planning services, with a commitment to placing clients' interests first. They do not participate in wrap fee programs and offer various asset management accounts tailored to meet clients' investment goals. The firm's investment strategy includes five core models ranging from conservative to aggressive, with an active approach to managing portfolio risk exposure based on economic and technical signals. Lake Hills Wealth Management uses fundamental analysis, modern portfolio theory, technical analysis, and cyclical analysis in their investment management discipline. They do not charge performance-based fees and do not have any disciplinary history. The fee structure includes asset management fees based on a blended fee schedule, with fees generally charged monthly in arrears. For financial planning services, a fixed fee based on estimated time is charged. The firm uses Charles Schwab & Co., Inc. as the custodian and broker-dealer for client accounts. Lake Hills Wealth Management does not have custody of client assets and does not vote proxies on behalf of clients. The firm operates under a fiduciary capacity, ensuring clients' best interests are prioritized.