FEE SCHEDULES

Austin Asset Management Company is only compensated by fees paid directly by our clients. We do not receive commissions, do not receive payments from third-parties, and have no financial interest in any services or investment products we employ for our clients.

Fees for financial planning services typically range from $2,500 to $8,000 and may be higher in more complex situations.

Fees for asset management services are show below:

Fee Schedule for Asset Management
Managed Assets Annual Fee Quarterly Fee
$0 - $1,000,000 1.00% 0.2500%
$1,000,000 - $3,000,000 0.70% 0.1750%
$3,000,000 - $5,000,000 0.45% 0.1125%
$5,000,000 - $8,000,000 0.35% 0.0875%
$8,000,000 and over 0.25% 0.0625%

Asset management fees are billed directly to a predetermined discretionary account on a quarterly basis. The fee is calculated based on the assets under management at the beginning of the quarter and is subject to a minimum of $1,250. Fees are billed in advance.

Please see our Form ADV Part II for complete information regarding fees. A copy of Form ADV Part II is available upon request.