Austin Asset provides ongoing investment advice and wealth planning services to clients based on their individual needs and goals. They create personalized investment policy statements and manage portfolios accordingly. Wealth planning services include reviews of personal finances, tax and cash flow, investments, insurance, retirement, death and disability, and estate planning. Austin Asset also provides consulting services on estate planning, retirement planning, and other financial issues.
Assets Under Management$1.9B
Clients458
Advisors13
Avg. per Client$4.1M
Avg. per Advisor$140M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $7.5M | 0.65% |
| $7.5M - $15.0M | 0.40% |
| $15.0M - $25.0M | 0.30% |
| $25M+ | 0.25% |
Plus a flat fee of $5,000. Fees may be negotiable on a client-by-client basis. Related client accounts may be grouped for fee purposes. Discounts may be offered to family and friends of associated persons.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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