Top advisors in West Lake Hills
We’ve curated a list of the best financial advisors in West Lake Hills, take a look at it below
Find an advisor in West Lake Hills1. Pabrai Investment Funds
Assets under management
$637,559,594
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
2. Eltekon Advisors, Llc.
Assets under management
$135,000,000
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 Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
3. Dhandho Funds LLC
Assets under management
$85,933,703
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
How we came up with this list
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. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
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