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Austin Miles Marx

2 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
95 advisors
Number of Clients
8,640 clients
Average Client Portfolio
$460K average
Assets Under Management
$4.0B

Fee Structure

Minimum Investment:None
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K2.20%
$250K - $500K1.95%
$500K - $750K1.85%
$750K - $1.2M1.60%
$1.3M - $2.0M1.45%
$2.0M - $5.0M1.35%
$5M+1.20%

Advisory fees are negotiable.

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

203 W. Dominick Street, Rome, NY, 13440

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Austin is involved in real estate rental and investment activities. He also dedicates a significant amount of time to Gunther Wealth Management and IFG Advisory, providing investment advisory services, essentially working full-time across these activities.

Employment History
Current Registrations
Ifg Advisory, LLC
June 2023 - Present · 2 yrs 8 mos
LPL Financial LLCBroker
January 2023 - Present · 3 yrs 1 mo
Previous Registrations
LPL Financial LLC
February 2023 - February 2024 · 1 yr
State Registrations7 states
GALAMTNCNYPATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.