| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | Included |
| $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+ | Included |
First $250,000 included with financial planning. Fees over $5,000,000 are custom.
7001 Burnet Rd 3rd Floor, Austin, TX, 78757
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Learn about disclosures →Kevin is the managing principal of Austin Wealth Management, LLC, dedicating full-time hours to managing business operations and providing financial advice. He is also an independent broker for life, disability, and long-term care insurance, spending about 10% of his time on this activity.