Steve
Lauterbach
Lauterbach Financial Advisors, LLC
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About this Advisor
Steve Lauterbach is a financial advisor who works out of El Paso, Texas who has 17 years of industry experience. Lauterbach is on the advisory team at Lauterbach Financial Advisors, LLC. Their career trajectory has included roles at Lauterbach, Borschow And Co. P.C and Lauterbach Financial Advisors, LLC. Lauterbach has a Series 65 license, certifying them as an investment advisor representative, and is able to serve investors in Texas. Lauterbach Financial Advisors, LLC is an advisory business that has its headquarters in El Paso, TX. It has $486 million in assets under management across its 987 customer accounts, placing it among the bigger financial advisory firms in the country by assets under management. The firm advises 10 charitable organizations. Of its 987 client accounts, 28% belong to high-net-worth clients who have more than $1 million in assets available to invest. Lauterbach Financial Advisors, LLC offers a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advice typically depend on which services the firm provides the client. However, fees charged by Lauterbach Financial Advisors, LLC most likely consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lauterbach Financial Advisors, LLC Brokerage Details
$485,940,617
7
987
$492,341
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Steve Lauterbach Work History
Steve has been registered as a financial advisor for 17 years.*
Lauterbach, Borschow And Co. P.C
Lauterbach Financial Advisors, LLC
Lauterbach, Borschow And Co. P.C
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Steve Lauterbach to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lauterbach Financial Advisors, LLC
El Paso, TX
El Paso, TX
El Paso, TX
El Paso, TX
El Paso, TX
El Paso, TX
El Paso, TX
El Paso, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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