Wealth Management Services of Austin (WMS) offers financial planning and investment management. As a financial planner, WMS provides advice on investments, taxes, insurance, retirement, and estate planning. As an investment advisor, WMS manages accounts for a percentage of the value of your portfolio. WMS recommends brokers based on costs, skills, reputation, and dependability.
Assets Under Management$11M
Clients19
Advisors1
Avg. per Client$600K
Avg. per Advisor$11M
Fee Structure
Investment management only (planning not offered)
Wealth Management Services of Austin manages your investments for an annual fee that is negotiable and ranges from 0.5% to 2%, depending on the size and complexity of your account. The fee is paid quarterly, at the beginning of each quarter. You can terminate the agreement at any time, and any prepaid fees will be refunded on a pro-rated basis.
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