Austin Money Management Corporation

Fee-Only (% of Portfolio)Fixed/Hourly

Austin Money Management Corporation (AMMC) offers investment management and consulting, as well as financial planning services. AMMC customizes portfolios on a discretionary or non-discretionary basis, aiming to reduce risk and increase performance. AMMC primarily recommends exchange traded funds and mutual funds. Financial planning is generally incorporated into asset management but is available as a stand-alone service.

Assets Under Management$300M
Clients83
Advisors1
Avg. per Client$3.6M
Avg. per Advisor$300M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees may be negotiated.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm