Best Invest
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$290,238,452
Clients
651
Advisors
3
of 4 employees
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
Expertise
Occupation focus
Fee options
$0 - $200,000: 1.50% $200,001 - $500,000: 1.25% $500,001 - $1,500,000: 1.00% $1,500,001+: 0.90%
$250 per hour, negotiable
Main office
16118 Via Shavano, Suite 100
San Antonio TX 78249
Advisors at this office
3
Most active in
Arizona · Colorado · Florida · North Carolina · Texas
Also doing business as
Best Invest · Fearless Solutions LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Quick links
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.
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.
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.
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