Austin Caswell is a registered investment advisor at Integrated Wealth Strategies, LLC, based in Austin, TX, with 9 years of industry experience. Austin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 250 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fee may be negotiable under certain circumstances, i.e., combination of services offered or combined family accounts.
Fee Estimator
Location
9442 N Capital Texas Hwy, Plaza 1, Suite 150, Austin, TX, 78759
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Regulatory History
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 works as an analyst for Integrated Wealth Strategies, an activity not related to investments. This takes about half of Austin's time.
Employment History
Current Registrations
Integrated Wealth Strategies, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.