Lauterbach Financial Advisors, LLC

RIASEC Registered

Total AUM

$700M

Discretionary

$700M

100% of AUM

Avg account

$675K

Accounts

1,038

Employees

Advisory reps

Firm details

Headquarters: El Paso, Texas
CRD number: 114431
Registered since: June 6, 2005
Website: lfa-ia.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI65.94%
Individuals11.56%
Charitable Organizations11.14%
Pension & Profit Sharing Plans9.61%
Corporations / Businesses1.74%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Lauterbach Financial Advisors, LLC is an independent, owner-operated registered investment adviser that has been SEC registered since 2005. The firm serves both individual and family clients as well as institutional clients, offering a mix of financial planning, portfolio management for individuals/small businesses and for businesses or institutions, pension consulting, and the selection of other advisers. Its billing methods include a percentage-of-AUM model as well as hourly and fixed fees. The firm operates as a capital allocator, placing client capital with third-party managers and alternative offerings in addition to managing traditional public investments directly. Lauterbach does not emphasize ESG investing. An accounting affiliation is noted among its industry connections.