Austin Woolley is a registered investment advisor at Pampel & Associates, INC., based in Monticello, IN, with 4 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, Insurance Planning, and 3 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% |
Fees are negotiable. Household accounts may be combined to reach lower fee tiers. There is a $20 minimum annual 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
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
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