49 Financial
Assets Under Management
$871.4M
Number of Clients
2,989
Number of Advisors
105
Average Client AUM
$292K
AUM per Advisor
$8.3M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
49 Wealth Management offers financial planning, consulting, and investment management services. They manage client portfolios using mutual funds, ETFs, structured notes, annuities, alternative investments, and third-party managers. Services are tailored to individual client needs, with clients able to impose reasonable investment restrictions. They also offer fractional family office services.
Fee Structure
49 Financial charges a maximum of $5,000 for limited financial planning engagements and up to $75,000 annually for ongoing financial planning, both paid monthly in advance. Investment management fees are a percentage of assets under management, up to a maximum of 1.65% annually, paid quarterly in advance. Fees are negotiable. Fractional family office services range from $2,500 to $30,000 per month, plus onboarding fees, and require a $10MM net worth ($5MM liquid).
Areas of Practice
Location
3711 S Mopac Expy, Suite 150, Austin, TX, 78746