AF
CFP
AF
CFP

Audrey Fersten

15 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
81 advisors
Number of Clients
4,514 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$8.9B

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.85%
$5.0M - $10.0M0.75%
$10.0M - $15.0M0.60%
$15.0M - $20.0M0.50%
$20.0M - $25.0M0.45%
$25M+0.45%

Fees are negotiable for assets over $25,000,001.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$7,500
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Location

2700 Post Oak Blvd, Suite 1500, Houston, TX, 77056

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History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Forvis Mazars Wealth Advisors, LLC
January 2021 - Present · 5 yrs 1 mo
Previous Registrations
Usca RIA LLC
October 2018 - July 2020 · 1 yr 9 mos
Usca Securities LLCBroker
April 2018 - July 2020 · 2 yrs 3 mos
Avalon Wealth Management LLCBroker
July 2013 - August 2014 · 1 yr 1 mo
Avalon Advisors LLC
May 2013 - August 2014 · 1 yr 3 mos
Bridgeway Capital Management INC
October 2006 - June 2011 · 4 yrs 8 mos
Foreside Fund Services, LLCBroker
January 2004 - June 2011 · 7 yrs 5 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Audrey Fersten - Financial Advisor | TrueAdvisor