Top financial advisors in Lakeway, TX
We’ve curated a list of the best financial advisors in Lakeway, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$299,559,387
Number of advisors
5 advisors
| $299,559,387 | 5 advisors | |
| 2 |
Assets under management
$263,137,464
Number of advisors
45 advisors
| $263,137,464 | 45 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Lakeway, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Lakeway. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Coyle Capital, LLC
B&D White Capital Company, LLC, operating as Coyle Capital, LLC, is a registered investment adviser based in Lakeway, TX, established in November 2014. The firm offers portfolio management services tailored to individual client goals, including investment strategy, asset allocation, and risk tolerance assessment. Clients grant discretionary authority for securities selection and transactions, with the firm acting as a fiduciary to ensure fair and equitable investment decisions. Additionally, they provide Family Office and Wealth Planning Services for financial organization and wealth transfer planning. There is no minimum account size, but the firm reserves the right to terminate accounts deemed too small. Fees for portfolio management range from 0.25% to 2.5% annually based on assets under management, with billing done on a pro-rata basis. BDW Capital does not participate in wrap fee programs and does not accept performance-based fees. The firm uses various methods of analysis and investment strategies, including charting, fundamental and technical analysis, cyclical analysis, quantitative analysis, and modern portfolio theory. Clients are informed about the risks involved in different securities, such as mutual funds, ETFs, options, and MLPs. The firm reviews client accounts quarterly and provides detailed reports on assets, values, and fees. Clients have the option to direct brokerage and are informed about the firm's custody practices and proxy voting policies.
$299,559,387 under management
5 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small BusinessesFinancial Gravity Family Office Services, LLC
Financial Gravity Family Office Services, LLC is a registered investment advisor based in Texas, established in June 2020. The firm offers financial planning, investment supervisory, and management services to clients. Their comprehensive financial planning services cover areas such as cash flow management, debt/loan management, investment analysis, employee benefits optimization, financial goals, college savings, insurance review, retirement planning, tax planning strategies, and estate planning. For investment supervisory and management services, the firm creates an Investment Policy Statement for each client based on their financial situation, goals, and risk tolerance. The firm may recommend exchange-listed securities, foreign issuers, mutual funds, ETFs, and other types of investments to diversify client portfolios. Clients may engage the firm to manage investments held in employer-sponsored retirement plans or qualified tuition plans. Financial Gravity Family Office Services charges asset management fees based on the average daily balance of the client's account, not exceeding 2.00% annually. The firm may also charge an hourly fee for financial planning services. The minimum account requirement to open and maintain an account with the firm is $25,000, although this amount may be negotiated at the firm's discretion. The firm does not engage in performance-based fees or side-by-side management. Clients have the option to direct brokerage, and the firm aggregates securities transactions for client accounts to reduce costs. The firm does not vote on client securities and does not provide recommendations on how clients should vote proxies. Financial Gravity Family Office Services maintains client privacy and security, with safeguards in place to protect personal information. Clients are informed about the firm's privacy policy annually and are provided with a copy upon request.
$263,137,464 under management
45 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesSelection Of Other Advisers
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Lakeway, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Lakeway. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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