AP
CFA
AP
CFA

Austin Michael Poirier

19 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
74 advisors
Number of Clients
333 clients
Average Client Portfolio
$36.1M average
Assets Under Management
$12.0B

Fee Structure

Minimum Investment:$4M
Financial Planning:Investment management only
Minimum Annual Fee:$40,000
Loading...

Location

230 3rd Ave, 6th Floor, Waltham, MA, 02451

Get directions

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 →
Other Business Activities

Austin is on the investment committee for the First Baptist Church of Westwood, spending minimal time on this activity. The meetings are scheduled outside of trading hours.

Employment History
Current Registrations
Ballentine Partners
February 2010 - Present · 16 yrs
Previous Registrations
Ballentine Finn & CO INC
September 2006 - February 2010 · 3 yrs 5 mos
State Registrations4 states
FLMANHTX
Advisor
Exams
No exam information available for this advisor.