Austin National Financial Services provides ongoing investment advice based on individual client needs. They create and manage portfolios based on client goals, risk tolerance, and time horizons. They manage accounts on a non-discretionary basis. They also offer consulting services on topics like estate planning and retirement planning, but recommendations are limited to products offered through their affiliated broker-dealer and insurance companies.
Assets Under Management$2.8M
Clients3
Advisors1
Avg. per Client$920K
Avg. per Advisor$2.8M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.30% |
| $250K - $500K | 2.05% |
| $500K - $750K | 1.80% |
| $750K - $1.2M | 1.55% |
| $1.3M - $2.0M | 1.30% |
| $2.0M - $5.0M | 1.05% |
| $5.0M - $25.0M | 1.05% |
| $25M+ | 0.80% |
Fees may be negotiable. Discounts may be offered to family members and friends of associated persons.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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