Dustin White is a registered investment advisor at Coyle Capital, LLC, based in Lakeway, TX, with 11 years of industry experience. Dustin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Tax Planning. Their firm serves 320 clients with $800M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Coyle Capital's annual fee for portfolio management, family office, and wealth planning services ranges from 0.25% to 2.5% of your portfolio's value. The specific fee depends on the size of your portfolio, the complexity of services, and the level of administration required. Fees are negotiable. You are responsible for custodian fees, brokerage fees, and other third-party fees.
Location
2802 Flintrock Trace, Suite B109, Lakeway, TX, 78738
Get directionsHistory
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
Dustin White is an economist with the U.S. Department of the Treasury. This position is not commission-based.
Employment History
Current Registrations
Coyle Capital, 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.