Alexander Coggins is a registered investment advisor at 49 Financial, based in Austin, TX. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 2,989 clients with $870M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
49 Wealth Management charges a maximum of 1.65% of your portfolio's value annually for investment management. This fee is negotiable and may vary based on the size of your account, the complexity of your portfolio, and the level of activity in the account. The fee is paid quarterly in advance.
Location
3711 S Mopac Expy, Suite 150, Austin, TX, 78746
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
49 Financial
State Registrations1 state
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