Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WT Wealth Management charges an annual investment management fee based on a percentage of assets under management, ranging from 0% to 2%. These fees are collected quarterly in advance. Financial planning services are offered on an hourly basis ($150-$250/hour) or ongoing subscription basis ($250-$1,000/quarter). Fees are negotiable based on assets and complexity.
Areas of Practice
Advisor Information
Office location
Las Vegas, NV
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 Activities
Austin is the owner and sole member of Pinstripe Investments, LLC, formed in March 2023. This entity is related to his role as an Investment Advisor Representative with WT Wealth Management and takes about 10-20% of Austin's time.