Austin Wealth Solutions manages investment portfolios and recommends third-party investment advisors. They work with clients to understand their investment goals and risk tolerance, then create and manage portfolios. They also provide employee benefits coaching to businesses. Austin Wealth Solutions participates in the Model Marketplace of Altruist LLC and may assign client accounts to portfolios available through Altruist LLC.
Assets Under Management$5.4M
Clients71
Advisors1
Avg. per Client$76K
Avg. per Advisor$5.4M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable based on the size of the account. A platform fee will also be charged.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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