Austin Rutledge is a CFA-designated registered investment advisor at Pacific Income Advisers INC, based in Chapel Hill, NC, with 18 years of industry experience. Austin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2,673 clients with $2.2B 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 $10.0M | 0.35% |
| $10.0M - $50.0M | 0.30% |
| $50M+ | 0.25% |
Rates shown reflect Core Plus and similar strategies. High Yield strategies range from 0.50% down to 0.40%, and Small Cap equity strategies range from 1.00% down to 0.70%. Fees are negotiable.
Fee Estimator
Location
Chapel Hill, NC
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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
Pacific Income Advisers INC
State Registrations2 states
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
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