Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are based on a percentage of assets under management. The maximum annual fee is 2%, billed quarterly at 0.50%. For 3rd party money manager trading signals, the annual fee is 0.75%. SAM also receives solicitor fees from third-party money managers, typically 1.00%. Clients are responsible for third-party fees like custodian and brokerage fees. There is an additional $15 per quarter fee for services provided by ORION.
Areas of Practice
Advisor Information
Office location
1 Market Street, 36 Floor, San Francisco, CA, 94105
Get directionsRegulatory History (2)
Customer Dispute
October 2025Criminal
May 2016Other Business Activities
Austin is a Partner and Chief Strategist at Real Estate Transition Solutions, LLC, spending nearly full-time advising property owners. He is also a co-owner of rental properties and an Investment Advisor Representative at Secure Asset Management, LLC, and a member of Riverwalk Two, Three and Four LLCs.