Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $1.5M | 0.70% |
| $1.5M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Custom fees are available for over $5,000,000 in managed assets. The first $250,000 managed is included with financial planning, but if you only use investment advisory services, the fee is 1.00% on the first $250,000.
Fee Estimator
Financial planning projects have a fixed fee of $2,500-$20,000, depending on complexity. Ongoing wealth management includes a fixed monthly financial planning fee, typically $250/month, and an investment advisory fee based on assets managed. The first $250,000 managed is included with financial planning, but if you only use investment advisory services, the fee is 1.00% on the first $250,000. Custom fees are available for over $5,000,000 in managed assets.
Areas of Practice
Advisor Information
Office location
7001 Burnet Rd 3rd Floor, Austin, TX, 78757
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kevin is the managing principal of Austin Wealth Management, LLC, dedicating full-time hours to managing business operations and providing financial advice. He is also an independent broker for life, disability, and long-term care insurance, spending about 10% of his time on this activity.