Austin Woolley is a registered investment advisor at Pampel & Associates, INC., based in Monticello, IN, 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 Charitable Giving, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 267 clients with $100M 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 $750K | 0.75% |
| $750K - $1.5M | 0.70% |
| $1.5M - $3.0M | 0.65% |
| $3M+ | 0.55% |
At their discretion, Pampel & Associates may combine the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Location
101 S. Main Street, Monticello, IN, 47960-4503
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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
Pampel & Associates, INC.
State Registrations2 states
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