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Financial Advisor Recommendation, Austin area

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    Financial Advisor Recommendation, Austin area

    I would like to get a second opinion on my financial situation as to the adviser I currently use. I believe I'm way overcharged for services. Any recommended advisors whom I could trust in the Austin area?

    #2
    Is this for retirement purposes?

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      #3
      If you don't have a robo advisor, somewhere between 1 and 1.5% annual fee of account value is standard.

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        #4
        Sent you a DM

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          #5
          Don't have a rec for Austin, but my FA does a fantastic job, actually builds a comprehensive plan. Depends on the size of your portfolio, but he's not that much.

          He's in the Woodlands but has Austin clients he visits. Not like you need him there every week. If interested I'll send you his info

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            #6
            Originally posted by Mudslinger View Post
            Is this for retirement purposes?
            Yes, Been retired for 10 years. Would like a second opinion on direction

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              #7
              Originally posted by DEADEYE1 View Post
              Sent you a DM
              Thanks for the info, I will give him a call

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                #8
                message sent

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                  #9
                  Blackbarn Financial

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                    #10
                    Pm sent earlier

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                      #11
                      Originally posted by aggieman08 View Post
                      If you don't have a robo advisor, somewhere between 1 and 1.5% annual fee of account value is standard.
                      Really, $10k for a $ 1 mil account

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                        #12
                        sent you a pm.

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                          #13
                          Originally posted by Txhunter3000 View Post
                          Really, $10k for a $ 1 mil account
                          That is correct.

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