Austin Consulting, operated by Austin, Amanda, Cheryl, provides investment advisory services including risk analysis, asset allocation, investment selection, performance reporting, and security monitoring. Austin Consulting primarily uses mutual funds and exchange traded funds, but will analyze and make individual security selections at the client's request. Austin Consulting is a non-discretionary advisor, meaning client approval is required before any trades are made.
Assets Under Management$57M
Clients13
Advisors1
Avg. per Client$4.4M
Avg. per Advisor$57M
Fee Structure
Investment management only (planning not offered)
Austin Consulting is compensated by an agreed-upon annual retainer, ranging from $500 to $28,000 per year, depending on the anticipated work. Fees are billed either quarterly or semi-annually.
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