Autumn Lax is a CFP-designated registered investment advisor at 360 Wealth Creation, based in Austin, TX, with 17 years of industry experience. Autumn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Charges 1% annually on assets under management, paid quarterly in arrears. Fees are negotiable and may vary by client.
Fee Estimator
Location
Austin, TX
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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
Autumn works as a non-selling registered assistant at Drucker Wealth Management, a life insurance brokerage, supporting the sales and service of brokerage and insurance accounts. This includes life, accident, health/DI/LTC, and annuity accounts for multiple insurance carriers.
Employment History
Current Registrations
360 Wealth Creation
Previous Registrations
Drucker Wealth
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc of America Investment Services, INC.Broker
State Registrations3 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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