Austec Wealth Management offers financial planning and investment management services to individuals (business owners, retirees, and executives) and business entities. Investment management emphasizes a diversified strategy using mutual funds and exchange-traded funds. Financial planning is an ongoing process, not an isolated event, and is complementary for portfolio management clients. Austec Wealth Management may work with clients' existing accounting and law firms.
Assets Under Management$2.9M
Clients5
Advisors1
Avg. per Client$570K
Avg. per Advisor$2.9M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.90% |
Fees above $10,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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