49 FINANCIAL
Austin, Texas
5.0
275 Reviews
49 Financial is a regional investment advisory firm based out of Austin, TX, with one office. With a total of 55 employees, the majority of them specialize in providing investment advisory services. On average, each investment advisor at 49 Financial manages approximately $4,270,000 in assets under management. The firm's compensation structure includes various types, such as a percentage of assets under management and fixed fees. Distinguished by their expertise in employer 401Ks and individual investments, nearly half of 49 Financial's assets under management come from these sources. The firm's advisors have amassed considerable...
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Assets Under Mgmt

$230.56M

Investment Professionals

54

Locations

0

% 401K & Individual

60%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection of other advisers
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