Austin
Avery
Classic Asset Management, LLC
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About this Advisor
Austin Avery is a financial advisor based out of Fargo, North Dakota with 1 year of industry experience. Avery works at Classic Asset Management, LLC. During their career, Avery has held roles at Student, Performance Construction Engineering, Kay Jay Ag Services, Ace Tutoring, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Classic, LLC, Classic Asset Management LLC and Avery Wealth Management. Avery holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in North Dakota. Classic Asset Management, LLC is a firm operating out of Fargo, ND. It administers $158 million in assets between its 1,891 client accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. The firm serves three charities and foundations. Of its 1,891 customer accounts, just 4% belong to high-net-worth individuals who have more than $1 million in assets. Classic Asset Management, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial management vary depending on which services the firm provides the client. However, fee types charged by Classic Asset Management, LLC likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Classic Asset Management, LLC Brokerage Details
$158,396,000
12
1,891
$83,763
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Austin Avery Work History
Austin has been registered as a financial advisor for 1 years.*
Classic Asset Management LLC
Avery Wealth Management
Classic, LLC
Student
Northwestern Mutual Investment Services LLC
Northwestern Mutual Life Insurance Company
Kay Jay Ag Services
Ace Tutoring
Performance Construction Engineering
Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Austin Avery to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Classic Asset Management, LLC
Fargo, ND
Fargo, ND
Fargo, ND
Fargo, ND
Fargo, ND
Fargo, ND
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