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Wealth Management Services of Austin
WEALTH MANAGEMENT SERVICES OF AUSTIN, LLC is a state-registered investment adviser in Austin, TX. The firm manages approximately $12 million in regulatory...
Overview
WEALTH MANAGEMENT SERVICES OF AUSTIN, LLC is a state-registered investment adviser in Austin, TX. The firm manages approximately $12 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
Austin
Corporate office
Austin, TX, United States
Sector focus
Frequently asked questions
Is Wealth Management Services of Austin a fiduciary?
Yes, as a registered investment advisor, the firm is legally bound by a fiduciary duty to act in its clients' best interests. This is a structural requirement of the Investment Advisers Act of 1940 and distinguishes RIAs from broker-dealers, who operate under a lower suitability standard.
How is the firm compensated?
The standard compensation model for an RIA of this profile is a fee based on a percentage of assets under management, billed quarterly. Some RIAs also offer fixed-fee financial planning engagements. This fee-only structure aligns the firm's revenue with client portfolio growth.
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