Austerra Wealth Management LLC
Austerra Wealth Management LLC (CRD# 161964) is a financial advisory firm headquartered in Dallas, TX. They manage $20,090,175 in 54 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management20MILLION
Total Number of Accounts54ACCOUNTS
Average Account Value$372,040
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
Mark Holland (CRD# 3165689) is an Investment Advisor Representative working at Austerra Wealth Management LLC in Dallas, TX and has 1 year of experience in the finance industry. Mark Holland has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.