Austin Caswell is a registered investment advisor at Integrated Wealth Strategies, LLC, based in Austin, TX, with 9 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, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 252 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Advisory fees range from 1.50% to 0.25% based on total assets under management. Fees are negotiable under certain circumstances such as combined family accounts.
Fee Estimator
Location
11044 Research Blvd.,, Suite A-400, Austin, TX, 78759
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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 works as an analyst for Integrated Wealth Strategies, an activity not related to investments. This takes about half of Austin's time.
Employment History
Current Registrations
Integrated Wealth Strategies, 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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