Austerra Wealth Management provides investment management services by investing in securities believed to be suitable for each client based on their objectives, risk tolerance, and individual needs. Austerra also manages the Austerra Stable Growth Fund, LP and Austerra Stable Income Fund, LP. Investment plans are established and reviewed at least annually. Clients can restrict investments in certain securities.
Assets Under Management$220M
Clients16
Advisors1
Avg. per Client$14M
Avg. per Advisor$220M
Fee Structure
Minimum Investment:$1M
Planning is charged separately
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.95% |
| $1.0M - $2.5M | 1.50% |
| $2.5M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are calculated on an incremental basis and are subject to change with 30 days written notice. Fees are non-negotiable, except for employees, family, and strategic business relationships.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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