Austin Reid is a CFA, CFP-designated registered investment advisor at Satis Wealth Management, based in London, with 12 years of industry experience. Austin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 543 clients with $590M 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 $1.0M | 0.90% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
The total advisory charge is composed of two components: Advisory Financial Planning and Discretionary Investment Management. Advisory Financial Planning: $0 – $1,000,000 0.70%, $1,000,001 – $5,000,000 0.55%, Over $5,000,000 0.40%. Discretionary Investment Management: All tiers 0.20%. Fees may be negotiable in certain circumstances.
Fee Estimator
Location
45 Pall Mall, London, SW1Y 5JG
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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 Activities
Austin is an Executive in Residence for Wealth Management at Georgetown University and a consultant with Dal Reid LLC, providing CFO services and financial planning. Neither activity is investment-related.
Employment History
Current Registrations
Satis Wealth Management
Previous Registrations
Mindful Financial LLC
Cfo4life
Cfo4life, L.P.
Ausdal Financial Partners, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
The Investment Center, INC.Broker
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.