Top financial advisors in West Lake Hills, TX
We’ve curated a list of the best financial advisors in West Lake Hills, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$637,559,594
Number of advisors
2 advisors
| $637,559,594 | 2 advisors | |
| 2 |
Assets under management
$135,000,000
Number of advisors
6 advisors
| $135,000,000 | 6 advisors | |
| 3 |
Assets under management
$85,933,703
Number of advisors
3 advisors
| $85,933,703 | 3 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 West Lake Hills, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case West Lake Hills. 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.
Pabrai Investment Funds
Pabrai Investment Funds, operating as Dalal Street, LLC, was established on May 1, 2005, in California and later converted to a Texas limited liability company. The firm specializes in providing investment management services to limited partnerships and companies, tailoring its services to each client's private placement memorandum. Pabrai Investment Funds manages various clients, including Pabrai Investment Fund II, L.P., Pabrai Investment Fund 3, Ltd., Pabrai Investment Fund IV, L.P., Dhandho Holdings Offshore Ltd., and Dhandho Holdings Qualified Purchaser, L.P. The firm also manages two proprietary accounts and previously acted as a subadvisor to Dhandho India Zero Fee Fund, L.P., and Dhandho India Zero Fee Fund Offshore Ltd. The minimum initial investment for Pabrai Funds is not specified, but the firm charges an advisory allocation of 25% of the increase in a client's net assets over an annual rate of 6%, subject to a "high water mark." Additionally, the firm charges an annual management fee of up to 1% for Dhandho Holdings. Pabrai Investment Funds has discretionary authority over client accounts, investing in a portfolio of securities traded on national exchanges and established financial markets. The firm's investment strategies include long-value strategies and investments in various securities, with a focus on U.S. and non-U.S. markets. The firm does not participate in wrap fee programs and had regulatory assets under management of $637,559,594 as of December 31, 2022. Mohnish Pabrai, the CEO and owner, has a background in Computer Engineering and extensive business experience, including founding successful companies and managing investment funds.
$637,559,594 under management
2 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Pooled Investment VehiclesEltekon Advisors, Llc.
Eltekon Advisors, Llc. is a financial advisory firm based in West Lake Hills, Texas. It currently has approximately $135,000,000 of assets under management and employs about 6 people. Eltekon Advisors, Llc. uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and fees that may be a percentage of client gross income/net worth..
$135,000,000 under management
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
FEES THAT MAY BE A PERCENTAGE OF CLIENT GROSS INCOME/NET WORTH.
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesSelection Of Other AdvisersDhandho Funds LLC
Dhandho Funds LLC is a registered investment adviser specializing in providing investment management services to a mutual fund, the Pabrai Wagons Fund. The firm was established on January 4, 2016, and is owned by Dhandho Holdings, L.P. The minimum investment for the Mutual Fund ranges from $1,000 - $2,000 for Retail Class accounts and is $250,000 for Institutional Class accounts. The firm manages regulatory assets under management of $46,535,631 as of December 31, 2024, on a discretionary basis. Dhandho Funds LLC follows a long-value investment strategy, investing in a portfolio of securities issued by U.S. and non-U.S. national securities exchanges. The firm does not employ leverage and invests in various types of equity and debt securities. Clients should be prepared for market risks and lack of diversification in their portfolios. The firm does not receive performance-based fees and acts as a fiduciary, with full investment discretion over client accounts. The CEO, Mohnish Pabrai, has a background in Computer Engineering and extensive experience in the investment industry, also serving as the CEO of Dalal Street, LLC, a registered investment adviser managing private funds. Clients can contact the firm for further information or clarification on its services and practices.
$85,933,703 under management
3 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Investment CompaniesPortfolio Management For Pooled Investment VehiclesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
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 West Lake Hills, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case West Lake Hills. 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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