Stephen Aust is a registered investment advisor at Marketcycle Wealth Management, LLC, based in Free Union, VA, with 15 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 28 clients with $20M 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 $50K | 1.50% |
| $50K - $2.0M | 1.25% |
| $2M+ | 1.00% |
Fees are negotiable or waived in cases of financial hardship.
Fee Estimator
Location
Free Union, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Marketcycle Wealth Management, LLC
State Registrations1 state
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