AC
CFA
AC
CFA

Austin Crites

17 Years of Experience
Indianapolis, IN

Austin Crites is a CFA-designated registered investment advisor at Gettings Busch Wealth Management, based in Indianapolis, IN, with 17 years of industry experience. Austin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 7 more. Their firm serves 884 clients with $540M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
884 clients
Average Client Portfolio
$613K average
Assets Under Management
$541.5M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.15%

Fees are based on a percentage of assets under management up to a maximum of 1.15% annually, billed monthly in arrears. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

801 Shelby St., Suite 204, Indianapolis, IN, 46203

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Austin is a finance committee member for One 17 International, a volunteer role taking minimal time. He also owns Aurora Financial Strategies as Chief Investment Officer, dedicating a few hours per week, and is an adjunct professor at Marian University, spending minimal time.

Employment History
Current Registrations
Gettings Busch Wealth Management
June 2020 - Present · 6 yrs 4 mos
Previous Registrations
Goelzer Investment Management
November 2015 - October 2020 · 4 yrs 11 mos
Creative Financial Designs, INC.
March 2011 - September 2015 · 4 yrs 6 mos
MML Investors Services, LLC
July 2010 - March 2011 · 8 mos
Edward Jones
November 2008 - June 2010 · 1 yr 7 mos
State Registrations1 state
IN
Advisor

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
No exam information available for this advisor.
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