Mark Austin is a registered investment advisor at Liniam Capital, LLC, based in St. Anthony, MN, with 7 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 38 clients with $21M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.50% |
| $5.0M - $25.0M | 0.40% |
| $25.0M - $50.0M | 0.30% |
| $50M+ | 0.30% |
The Equity Premium fee schedule is used for accounts using a combination of strategies. Fees are negotiable for amounts above $50,000,000. Bond Premium Strategy fees are: 0.25% on portfolios up to $25,000,000; 0.20% on portfolios up to $50,000,000; Fees are negotiable for amounts above $50,000,000.
Fee Estimator
Location
St. Anthony, MN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Liniam Capital, LLC
State Registrations1 state
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