Theresa Ayers
Theresa Ayers is a registered investment advisor at HUB Investment Partners, LLC, based in Austin, TX, with 21 years of industry experience. Theresa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 4,317 clients with $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 $100K | 1.50% |
| $100K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $7.0M | 0.75% |
| $7.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for accounts over $10,000,000.
Fee Estimator
Location
900 S. Capital of Tx Highway, Suite 350, Austin, TX, 78746
Get directionsHistory
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 ActivitiesSells Insurance
Theresa is an insurance licensee with World Financial Group in Indiana since 2018. She can provide life insurance or fixed/indexed products as requested, dedicating minimal time to this activity.
Employment History
Current Registrations
HUB Investment Partners, LLC
Previous Registrations
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Mid Atlantic Clearing & Settlement CorporationBroker
Ascensus Investment Advisors, LLC
Ascensus Broker Dealer Services, LLCBroker
Ascensus Broker Dealer Services, LLCBroker
Cx Institutional, LLC
LPL Financial LLCBroker
Lincoln Financial Distributors, INC.Broker
Lincoln Financial Distributors, INC.
Shelton Financial Group, INC.
Comprehensive Asset Management and Servicing, INC.Broker
Lincoln Financial Distributors, INC.Broker
Lincoln Financial Distributors, INC.Broker
Delaware Distributors, L.P.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
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.