Austin Kent is a registered investment advisor at Windrock Wealth Management, based in Ann Arbor, MI, with 2 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. Their firm serves 73 clients with $290M 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 $500K | 1.50% |
| $500K - $3.0M | 1.25% |
| $3.0M - $8.0M | 0.90% |
| $8.0M - $18.0M | 0.70% |
| $18M+ | 0.25% |
Minimum quarterly fee of $1,875 for portfolios under $10 million; minimum quarterly fee of $12,500 for portfolios exceeding $10 million. Fees may be subject to different arrangements based on factors such as size and type of assets, complexity and client needs.
Fee Estimator
Location
Ann Arbor, MI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Windrock Wealth Management
Previous Registrations
Maripau Wealth Management LLC
Foster & Motley INC
State Registrations1 state
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