Austec Wealth Management, LLC

Austec Wealth Management, LLC (CRD# 173741) is a financial advisory firm headquartered in Highlands Ranch, CO. They manage $2,597,500 in 26 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    26
    ACCOUNTS
  • Average Account Value
    $99,904
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at Austec Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
John E. Hamel
CRD#: 4124627
Highlands Ranch, CO 80130
100
Wealthminder
score

John Hamel (CRD# 4124627) is an Investment Advisor Representative working at Austec Wealth Management, LLC in Highlands Ranch, CO and has over 17 years of experience in the finance industry.

 

Austec Wealth Management is a Registered Investment Adviser that was founded to provide financial planning services and portfolio management to individuals (business owners, retiree’s) and business entities.  

 

We've observed that business owners and retiree’s generally have more income needs during economic recessions and traditional investment strategies tend to not address this issue.  This may mean that withdrawals from traditional investment strategies during market corrections may take more time to recover from portfolio losses and decrease returns.  

 

The primary investment strategy recommended is a diversified asset allocation emphasizing mutual funds and ETFs that are broadly diversified. The goal is to become more defensive prior to the entry of a economic recession and more opportunistic during economic recessions.  This method's objective is to decrease the time it takes to recover from market losses and increase returns.

 

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