Austin Mangold is a registered investment advisor at Seaside Wealth Management, INC., based in Carlsbad, CA, with 1 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, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 380 clients with $460M 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 | 1.25% |
Maximum annual fee charged for asset management services. Fees are generally not negotiable.
Fee Estimator
Location
6154 Innovation Way, Carlsbad, CA, 92009
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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 ActivitiesSells Insurance
Austin works full-time as a financial professional providing advice to clients. He also dedicates minimal time to selling fixed/traditional insurance products.
Employment History
Current Registrations
Seaside Wealth Management, INC.
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
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.