Austin Dahm
Austin Dahm is a registered investment advisor at Asset Allocation Strategies, LLC, based in Holland, MI, with 15 years of industry experience. Austin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 4,394 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum annual fee is 2% of assets under management. Fees are negotiable from client to client.
Fee Estimator
Location
199 W. 34th St., Holland, MI, 49423
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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 ActivitiesSells Insurance
Austin is the president of HRI, Inc., a professional services company, dedicating a few hours per week. He is also an insurance agent with GLP & Associates, selling life insurance and annuities, spending about 10-20% of his time on this. Finally, Austin is an investment advisor representative with Asset Allocation Strategies, LLC, spending about half of his time on this.
Employment History
Current Registrations
Asset Allocation Strategies, LLC
Glp Investment Services, LLCBroker
Previous Registrations
Glp Investment Services, LLCBroker
State Registrations1 state
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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