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Arthur Aust

15 Years of Experience
Atlanta, GA

Arthur Aust is a registered investment advisor at Aust Financial Advisory, LLC, based in Atlanta, GA, with 15 years of industry experience. Arthur operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 26 clients with $33M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
26 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$33.0M

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$16,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.90%
$2.0M - $3.0M0.80%
$3.0M - $4.0M0.70%
$4.0M - $5.0M0.60%
$5M+0.50%

The level of annual fees is not negotiable unless extraordinary special circumstances are present. Investment Management fees are negotiated at the sole discretion of AFA.

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

Atlanta, GA

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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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Employment History
Current Registrations
Aust Financial Advisory, LLC
July 2010 - Present · 15 yrs 10 mos
State Registrations1 state
GA
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.