AT
AT

Austin Turk

2 Years of Experience
Louisville, KY
Broker

Austin Turk is a registered investment advisor at Private Advisor Group, LLC, based in Louisville, KY, 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 Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
753 advisors
Number of Clients
137,723 clients
Average Client Portfolio
$300K average
Assets Under Management
$41.4B

Fee Structure

Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.

Loading...

Location

9300 Shelbyville Rd, Ste 915, Louisville, KY, 40222

Get directions

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.

Learn about disclosures →
Other Business Activities

Austin owns rental real estate, dedicating minimal time to it. He also works full-time for SunHarbor Wealth Advisors and spends about a quarter of his time providing investment advisory services through Private Advisor Group. Finally, he has a business entity called Elite Planning for tax/investment purposes only.

Employment History
Current Registrations
Private Advisor Group, LLC
January 2024 - Present · 2 yrs 8 mos
LPL Financial LLCBroker
November 2023 - Present · 2 yrs 10 mos
State Registrations8 states
FLILINKYNCTNTXVA
AdvisorBrokerBoth

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
No exam information available for this advisor.