Arthur Austin
Arthur Austin is a registered investment advisor at Buck Wealth Strategies, LLC, based in Kahului, HI, with 4 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, High Net Worth, Retirement Planning, and 1 more. Their firm serves 2,371 clients with $570M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Buck Wealth Strategies manages your investments for a fee based on a percentage of the assets they manage. The specific fee is agreed upon in your Investment Management Agreement and may vary based on the size of your account and the complexity of your portfolio. The maximum annual advisory fee is 1.50%. Fees are billed monthly. Employees and their family-related accounts are charged a reduced fee.
Location
33 Long Ave., Suite 310, Kahului, HI, 96732
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Regulatory History (1)
Financial
August 2019Other 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
Madison Avenue Securities, LLCBroker
Previous Registrations
Ae Wealth Management, LLC
State Registrations11 states
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.