AA
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Arthur Austin

4 Years of Experience
Kahului, HI
1 DisclosureBrokerSells Insurance

Arthur Austin is a registered investment advisor at Buck Wealth Strategies, LLC, based in Kahului, HI, with 4 years of industry experience. Arthur is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 2,948 clients with $1.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
50 advisors
Number of Clients
2,948 clients
Average Client Portfolio
$557K average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Maximum annual fee is 1.50%. Fees may vary based on account size, portfolio complexity, or other factors, and are negotiable at the firm's sole discretion.

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

33 Long Ave., Suite 310, Kahului, HI, 96732

Get directions

History

Regulatory History (1)
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Financial
August 2019
Final
Other Business ActivitiesSells Insurance

Arthur works in insurance sales and services for E.A. Buck Insurance, and as a registered representative selling securities for Madison Avenue Securities, both full-time. He is also an investment advisor representative for Buck Wealth Strategies, spending about a quarter of his time on asset management services.

Employment History
Current Registrations
Buck Wealth Strategies, LLC
August 2022 - Present · 4 yrs 2 mos
Madison Avenue Securities, LLCBroker
January 2022 - Present · 4 yrs 9 mos
Previous Registrations
Ae Wealth Management, LLC
May 2022 - January 2023 · 8 mos
State Registrations11 states
CACOFLHINMNVORSCVAWAWI
AdvisorBrokerBoth

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.
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