Austin Wealth Management is a registered investment advisor based in Austin, Texas, offering a comprehensive suite of financial services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm was founded in 2009 and provides both standalone and bundled financial planning and investment management services. Austin Wealth Management utilizes modern portfolio theory, fundamental analysis, and technical analysis to construct diversified, low-cost portfolios tailored to each client's risk tolerance and financial goals. In addition to personal wealth management, the firm provides retirement plan advisory services for employers and institutional sub-advisory services to other financial advisors. The team emphasizes education, advocacy, and accountability, helping clients navigate complex financial decisions regarding retirement, taxes, estate planning, and insurance needs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $1.5M | 0.70% |
| $1.5M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Rates shown are for investment management only. When packaged with financial planning, the first $250,000 has no AUM fee. Fees over $5,000,000 are custom.