ERBEN ASSOCIATES, LLC
Austin, Texas
5.0
1 Review
Erben Associates, LLC, a small investment advisory firm based in Austin, TX, is dedicated to providing comprehensive financial solutions to its clients. With a single office, the firm boasts a team of ten talented professionals, four of whom specialize in investment advisory services. The average assets under management per investment advisor stands at approximately $60,980,000, aligning well with industry standards. In terms of compensation, Erben Associates, LLC offers a diverse range of structures, including fixed fees and a discretionary fee arrangement covering 8% of managed assets. This flexibility ensures that clients can ...
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Assets Under Mgmt

$243.91M

Investment Professionals

4

Locations

0

% 401K & Individual

3%

% Discretionary

8%
Compensation Structure
Fixed Fees
Other
Services Provided Section
Financial Planning Services
Pension consulting services
Selection of other advisers
Other: CONSULTING; THIRD PARTY ADVISER SEARCH AND MONITORING
Other Business Activities
Insurance broker or agent
Trust Company
Other Financial product salesperson
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