Thomas Villalta is a CFA-designated registered investment advisor at Austin 180 Advisory Group LLC, based in Austin, TX, with 26 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Investment Management, Retirement Planning. Their firm serves 28 clients with $40M 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 $3.5M | 1.00% |
| $3.5M - $5.0M | 0.90% |
| $5.0M - $7.5M | 0.80% |
| $7.5M - $15.0M | 0.60% |
| $15.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.20% |
Fees may be negotiable based upon certain circumstances.
Fee Estimator
Location
201 W. 5th Street, Suite 1100, Austin, TX, 78701
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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 →Other Business Activities
Thomas is on the board of directors for the CFA Society of Austin and is an investment-related author, dedicating minimal time to each. He also serves on multiple boards and committees for the Austin Opera, requiring minimal time commitments.
Employment History
Current Registrations
Austin 180 Advisory Group LLC
Previous Registrations
Austin 180 Media Capital Corporation
Covenant
Stephen Jones Capital Management, INC.
Jones Villalta Asset Management, LLC
State Registrations1 state
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