Best Invest

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Client assets under management

$290,238,452

Clients

651

12% high-net-worth

Advisors

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

217

Very High

Average account size

$445,835

About

Best Invest provides investment management, financial planning, and consulting to individuals, high‑net‑worth clients, employer‑sponsored plan participants, small businesses, and corporations. The firm’s brochure notes it does not impose an account minimum and that advisory services are delivered through its Investment Adviser Representatives, with custodial relationships established at Charles Schwab & Co., Inc.

The firm’s investment process draws on fundamental analysis, Modern Portfolio Theory, and technical analysis and uses third‑party and in‑house research sources such as Morningstar and Schwab Research. Portfolios are actively managed and rebalanced on an ongoing basis, and the firm’s stated strategies may include margin transactions, option writing, leveraged ETFs and ETNs; most accounts are managed on a discretionary basis.

Compared with many supported firms, Best Invest discloses a high client load relative to its advisor count—several hundred clients per advisor within roughly $296 million in assets under management—which is an uncommon staffing profile for peers. Its regulatory materials also note the firm’s use of client testimonials in marketing and a willingness to use borrowing and derivative instruments in managed accounts, practices that distinguish it from many other supported advisers.

Client services

Financial planning Portfolio management

Expertise

Active portfolio management Options & derivatives strategies Income planning Business succession planning

Occupation focus

Founder/Business Owner Retired

Fee options

Percentage

$0 - $200,000: 1.50% $200,001 - $500,000: 1.25% $500,001 - $1,500,000: 1.00% $1,500,001+: 0.90%

Project-based

$250 per hour, negotiable

Main office location

Best Invest

16118 Via Shavano, Suite 100

San Antonio TX 78249, United States

Number of offices

Most active in

Arizona · Colorado · Florida · North Carolina · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website 210-888-2820

Advisors at this firm

Brad D

CFP®, Series 63, Series 66

San Antonio, TX

Best Invest

Brad Dobson is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Best Invest in San Antonio, TX. His prior experience includes roles at Kercheville Advisors LLC and Kercheville & Company. Best Invest provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, employer-sponsored plan participants, small businesses, and corporations. The firm employs fundamental analysis, Modern Portfolio Theory, and technical analysis in actively managed portfolios, often utilizing margin transactions, option writing, and leveraged ETFs.

Active portfolio management Options & derivatives strategies Income planning Business succession planning Founder/Business Owner Retired

Lori B

Series 63, Series 65

San Antonio, TX

Best Invest

Lori Barker is a financial advisor at Best Invest with six years of industry experience. She holds the Series 63 and Series 65 designations. Before joining Best Invest, she worked at Alamo Irrigation for eleven years. Best Invest provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, employer-sponsored plan participants, small businesses, and corporations. The firm employs a combination of fundamental analysis, Modern Portfolio Theory, and technical analysis to actively manage and rebalance portfolios, often utilizing margin transactions, option writing, leveraged ETFs, and ETNs.

Active portfolio management Options & derivatives strategies Income planning Business succession planning Founder/Business Owner Retired

John F

Series 63, Series 65

San Antonio, TX

Best Invest

John Fosdick is a financial advisor at Best Invest in San Antonio, TX, holding Series 63 and Series 65 licenses with 26 years of industry experience. He worked at Kercheville & Company for 19 years before joining Best Invest in 2018. Outside of advising, he is the sole member and director of Fearless Securities, LLC, a real estate investment holding company. Best Invest offers investment management, financial planning, and consulting services to individuals, high-net-worth clients, employer-sponsored plan participants, small businesses, and corporations. The firm utilizes fundamental analysis, Modern Portfolio Theory, and technical analysis to actively manage and rebalance portfolios, often employing strategies such as margin transactions, option writing, and leveraged ETFs.

Active portfolio management Options & derivatives strategies Income planning Business succession planning Founder/Business Owner Retired

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