Austin Asset
Assets Under Management
$1.7B
Number of Clients
450
Number of Advisors
13
Average Client AUM
$3.7M
AUM per Advisor
$128.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Austin Asset offers ongoing investment advice and wealth planning services. They create personalized investment policy statements and manage portfolios based on client objectives and tax considerations. Wealth planning covers personal finances, tax, investments, insurance, retirement, estate, and more. Consulting services are also available.
Fee Structure
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $7.5M | 0.65% |
| $7.5M - $15.0M | 0.40% |
| $15.0M - $25.0M | 0.30% |
| $25M+ | 0.25% |
Fees are calculated on a cumulative basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$5,000
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
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Location
7200 N. Mopac, Suite 315, Austin, TX, 78731
