Jack Cowling is a CFA-designated registered investment advisor at Austin Asset, based in Austin, TX, with 13 years of industry experience. Jack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 458 clients with $1.9B 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 $7.5M | 0.65% |
| $7.5M - $15.0M | 0.40% |
| $15.0M - $25.0M | 0.30% |
| $25M+ | 0.25% |
Fees include a flat $5,000 fee plus a percentage of assets under management. Fees are calculated on a cumulative basis. Minimum annual fee is $5,000. Fees may be negotiable.
Fee Estimator
Location
7200 N. Mopac, Suite 315, Austin, TX, 78731
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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 →Employment History
Current Registrations
Austin Asset
Previous Registrations
Waterway Wealth Management, L.L.C.
Altruvista LLC
Wells Fargo Alternative Asset Management LLC
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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