Reed Austin is a registered investment advisor at Universal Wealth Management LLC, based in Surprise, AZ, with 8 years of industry experience. Reed operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 145 clients with $28M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.25% |
| $10M+ | 0.80% |
Advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Location
15331 W Bell Road, Ste 318, Surprise, AZ, 85374
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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 →Employment History
Current Registrations
Universal Wealth Management LLC
Previous Registrations
The Leaders Group, INC.Broker
Aig Capital Services, INC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Foresters Advisory Services, LLC
Foresters Financial Services, INC.Broker
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.