Austin 180 Advisory Group provides investment management and financial planning services. They work with clients to understand their financial situation, goals, and risk tolerance, then create tailored portfolios. They also offer financial planning services covering areas like estate planning, business planning, and education planning. They also offer retirement plan services.
Assets Under Management$40M
Clients28
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$40M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.5M | 1.00% |
| $3.5M - $5.0M | 0.90% |
| $5.0M - $7.5M | 0.80% |
| $7.5M - $15.0M | 0.60% |
| $15.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.20% |
Fees may be negotiable based upon certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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