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Austin Akagu

5 Years of Experience
Dallas, TX

Austin Akagu is a registered investment advisor at Trove Investment Advisors LLC, based in Dallas, TX, with 5 years of industry experience. Austin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 73 clients with $720K in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
73 clients
Average Client Portfolio
$10K average
Assets Under Management
$718K

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3KIncluded
$3K+1.00%

For accounts below $3,000, TIAL charges a $1 monthly subscription fee. For accounts with a balance in excess of $3,000, TIAL charges an annual fee of 1%, divided evenly into 12 monthly billings, billed in arrears. These fees are generally negotiable.

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

325 N. St. Paul Street, #3100, Dallas, TX, 75201

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Austin works as an analyst at IHS Markit and is Head of Product, Strategy, and Business Development at Trove Nigeria. The latter takes about full-time hours per month, outside of trading hours.

Employment History
Current Registrations
Trove Investment Advisors LLC
March 2021 - Present · 5 yrs 2 mos
Previous Registrations
Trove Investment Advisors LLC
June 2020 - October 2020 · 4 mos
State Registrations1 state
TX
Advisor

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.