Gregory Wyk is a CFP-designated registered investment advisor at Austin Asset, based in Austin, TX, with 22 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 458 clients with $1.9B 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 $7.5M | 0.65% |
| $7.5M - $15.0M | 0.40% |
| $15.0M - $25.0M | 0.30% |
| $25M+ | 0.25% |
Plus a flat fee of $5,000. Fees may be negotiable on a client-by-client basis. Related client accounts may be grouped for fee purposes. Discounts may be offered to family and friends of associated persons.
Fee Estimator
Contact
Gregory Wyk
Location
7200 N. Mopac, Suite 315, Austin, TX, 78731
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Austin Asset
State Registrations1 state
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Exams