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Balai Lagai Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Balai Lagai Wealth Management is a registered investment adviser that currently reports no assets under management and states its intended clients are individuals and high‑net‑worth individuals. The firm offers discretionary portfolio management, prepares written investment policy statements for each client, and provides ongoing portfolio monitoring and trade execution authority.
The adviser combines multiple methods of analysis — including fundamental, quantitative, technical/charting, cyclical analysis and modern portfolio theory — and pursues long‑term and short‑term trading as well as options strategies. It operates on a discretionary basis, requires clients to use specified custodians (Schwab Institutional or Fidelity Brokerage Services), and may charge both asset‑based fees and performance‑based fees to qualified clients subject to a high‑water mark.
Distinctive features for a single‑person, newly formed firm include a very broad permissible investment universe (equities, fixed income, ETFs including precious metal ETFs, TIPS, REITs, annuities, commodities, private placements and venture capital) and the use of higher‑risk tactics such as uncovered options. The brochure also discloses operational choices that differ from many peers — the firm does not aggregate block trades for multiple client accounts, limits clients to certain custodians, and may receive research or services from custodians (soft‑dollar benefits).
Client services
Portfolio management
Expertise
Options & derivatives strategies
Private / alternative investments
Real estate investing
Fee options
2.99% annually
2.00% annual fee of AUM plus 20.00% performance fee on capital appreciation, with high water mark
Main office location
Balai Lagai Wealth Management
Sugar Land TX, United States
Number of offices
1
Most active in
Balai Lagai Wealth Management has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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