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Louis Perez

HUB Investment Partners, LLC

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About Louis Perez

Louis Perez is an investment advisor representative at Hub Investment Partners, LLC. Louis has been registered with the state of Texas since 2024 and has a Series 65 license. Louis has worked in the financial industry since 2017 and has previous experience in various industries, including retail and construction. Louis's specialties include financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Louis Perez is currently registered with HUB Investment Partners, LLC. HUB Investment Partners, LLC is an investment advisor registered with the SEC and located in Austin, Texas. The firm manages over $7.3 billion in assets for a variety of clients, including individuals, businesses, non-profit organizations, and government entities. HUB Investment Partners provides a range of advisory services, including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses, individuals, and pooled investment vehicles. The firm has a team of 50 investment advisor representatives and 12 licensed agents.
HUB Investment Partners, LLC

900 S. CAPITAL OF TX HIGHWAY

AUSTIN, TX 78746

$7.32B

Assets Under Management

Not reported

Total Clients

44

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Louis Perez’s Registration & Firm History

TX

06/15/2024 - Present

HUB Investment Partners, LLC (AUSTIN TX)

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Licenses & Designations

IA

Issued 06/14/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Louis Perez.
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