Austin Wealth Management, LLC
Assets Under Management
$766.4M
Number of Clients
723
Number of Advisors
9
Average Client AUM
$1.1M
AUM per Advisor
$85.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Austin Wealth Management provides financial planning and investment advisory services. They offer financial planning projects and ongoing wealth management, which includes both financial planning and investment advisory services. They also provide consulting and advisory services to small business owners for employer-sponsored retirement plans.
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
Location
7001 Burnet Rd 3rd Floor, Austin, TX, 78757