Nicolle Yates is a CFP-designated registered investment advisor at Austin Wealth Management, LLC, based in Austin, TX, with 3 years of industry experience. Nicolle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 723 clients with $770M 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 $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $1.5M | 0.70% |
| $1.5M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
First $250,000 of managed assets is included with financial planning services. Fees over $5,000,000 are custom.
Fee Estimator
Location
5209 Burnet Road, Ste. 210, Austin, TX, 78756
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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 →Employment History
Current Registrations
Austin Wealth Management, LLC
Previous Registrations
Creative Planning
Ml&r Wealth Management LLC
Pioneer Wealth Management Group
Hamilton Financial Planning LLC
State Registrations1 state
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