Austin Smith is a CFA, CFP-designated registered investment advisor at Schulz Wealth, LTD., based in Mansfield, TX, with 7 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 176 clients with $440M 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 $900K | 1.25% |
| $900K - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.90% |
| $3.0M - $6.0M | 0.75% |
| $6.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fee Estimator
Contact
Austin Smith
Location
560 N. Walnut Creek, Suite 120, Mansfield, TX, 76063
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Schulz Wealth, LTD.
State Registrations1 state
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