Austin Mclaughlin is a registered investment advisor at Retirement Planning Services, based in Knoxville, TN, with 3 years of industry experience. Austin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 248 clients with $250M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Fee schedule can vary based on account types and investment products. Different fee schedules apply to certain assets like fee-based equity-indexed annuities (First $1,000,000: 0.70%, Next $2,000,000: 0.50%, Over $3,000,000: 0.30%) and multi-year annuities, 529 plans, and CDs (First $1,000,000: 0.50%, Next $2,000,000: 0.40%, Over $3,000,000: 0.30%).
Fee Estimator
Location
4533 Papermill Dr, Suite 101, Knoxville, TN, 37909
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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
Retirement Planning Services
State Registrations2 states
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