| Advisor Profile |
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| Name: |
John R Austin |
| Phone Number: |
(301) 658-7118 |
| Website: |
Visit Website
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Business Description |
Austin Wealth Management was originally founded as Austin & Company in San Francisco in 1982 and its Principal has been serving individuals, businesses and diplomats worldwide since 1977.
Our mission is to guide you in the stewardship of that scarcest resource of all: capital.
Our value proposition is simple: three decades of experience combined with independence, integrity, objectivity and leading-edge tools and knowledge means we can help you do more than just, Diversify & Pray*.
*copyright 1986 Austin & Company |
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General Information |
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| States Licensed in: |
Maryland, Virginia, Washington, DC, New York, Florida, South Carolina, California, Florida, Nebraska, Arizona
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| Years of Experience in Financial Services: |
32
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| Work Experience: |
Over three decades of industry experience.
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| Foreign Languages Serviced: |
Portuguese
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Education |
| Academic Background |
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Masters degree in International Management - Thunderbird School of Global Management (1976). Graduated "With Distinction" (highest honors).
BA, World Studies - Eisenhower College of the Rochester Institute of Technology (1974). Danforth Fellowship Nominee;
Kevin McCann Scholar; Groben Award (for Respect for the College) |
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Services |
| Investment Types: |
Variable Insurance Products, REITs, Bonds, Stocks, Annuities, Mutual Funds, Options & Futures, Alternative Investments
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Certified Financial Planner, Insurance License (Life & Health; Long Term Care; Specify below), Registered Investment Advisor (RIA) (State or SEC) or RIA representative
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| Securities Licenses: |
Life & Health, Series 5, Series 65, Series 63, Series 7
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| Firm's Number of Clients: |
upon req
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| Assets Managed by Firm: |
Yes
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| Advisor's Number of Clients: |
upon req
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| Assets Managed by Advisor: |
upon req
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Compensation & Fees |
| Minimum Portfolio Size for New Managed Accounts: |
$500,000
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| Compensation Methods: |
Commissions, Flat Fee, Hourly, Based on Assets
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| Additional Details on Charges: |
Planning fees are generally a function of the degree of difficulty of the task, the data and the client. When assets are held elsewhere, the process is entirely manual and much more time-consuming. Many of our planning services are included when assets are held in a FNIC fee-based account. Fee estimates are gladly provided.
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| Minimum Fee Charged for Managed Accounts: |
$2,000
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| Prepared By: |
John R Austin |
Frequently Asked Questions |
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