DK
CFP
DK
CFP

Dustin Kim

11 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
450 clients
Average Client Portfolio
$3.7M average
Assets Under Management
$1.7B

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $7.5M0.65%
$7.5M - $15.0M0.40%
$15.0M - $25.0M0.30%
$25M+0.25%

Fees are calculated on a cumulative basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$5,000
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Location

7200 N. Mopac, Suite 315, Austin, TX, 78731

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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
Austin Asset
September 2021 - Present · 4 yrs 5 mos
Previous Registrations
Ernst & Young Investment Advisers LLP
June 2018 - August 2021 · 3 yrs 2 mos
T3 Trading Group, LLCBroker
January 2015 - January 2018 · 3 yrs
J.P. Morgan Securities LLCBroker
February 2014 - November 2014 · 9 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Dustin Kim - Financial Advisor | TrueAdvisor