Austin Kobilka is a registered investment advisor at Altruist Advisors LLC, based in Raleigh, NC, with 8 years of industry experience. Austin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 244 clients with $190M 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 | 2.50% |
Fees range from 0.0% to 2.5% per year and are negotiable based on factors such as account complexity and total investable assets.
Fee Estimator
Location
4350 Lassiter at North Hills Avenue, Suite 240, Raleigh, NC, 27609
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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 ActivitiesSells Insurance
Austin works as an associate financial planner at Patriot Wealth Management Inc. since 2018, dedicating full-time hours to financial planning, investment advisory services, and insurance sales.
Employment History
Current Registrations
Altruist Advisors LLC
Previous Registrations
Brookstone Capital Management LLC
Brookstone Wealth Advisors, LLC
Formula Folio Investments
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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