Austin Wealth Management provides financial planning and investment advice. They offer one-time financial planning projects and ongoing wealth management, which includes both financial planning and investment advisory services. For some clients, they offer financial planning only or investment advisory only services. They also provide consulting and advisory services to small business owners and human resources teams for employer-sponsored retirement plans.
Assets Under Management$770M
Clients723
Advisors12
Avg. per Client$1.1M
Avg. per Advisor$64M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
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% |
First $250,000 of managed assets is included with financial planning services. Fees over $5,000,000 are custom.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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