Max Mueller is a registered investment advisor at Mueller Wealth Advisors, based in Austin, TX, with 3 years of industry experience. Max operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 40 clients with $45M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mueller Wealth Advisors manages investments for a fee based on a percentage of the value of your portfolio. The maximum annual advisory fee is 2.00%. The specific fee is listed in your agreement. Fees are charged quarterly, based on the value of the account at the end of each quarter. The technology fee is $150 per household per year. The fee may be negotiable.
Location
4845 Spicewood Springs Rd, Austin, TX, 78759
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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.
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Max is a manager at Scytale Consulting LLC, a business consulting firm, dedicating a few hours per week. Max is also a manager at Deling City, LLC, a business technology software company, dedicating minimal time.
Employment History
Current Registrations
Mueller Wealth Advisors
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.