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Byron White

21 Years of Experience
Austin, TX

Byron White is a registered investment advisor at Aqs Asset Management, L.L.C., based in Austin, TX, with 21 years of industry experience. Byron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11 clients with $4.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
11 clients
Average Client Portfolio
$369.7M average
Assets Under Management
$4.1B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.25%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2700 Via Fortuna, Austin, TX, 78746

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Byron is a partner at AQS Applied Quantitative Solutions. This activity is not investment-related.

Employment History
Current Registrations
Aqs Asset Management, L.L.C.
May 2004 - Present · 22 yrs
State Registrations1 state
PA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.