Austerra Wealth Management LLC

Austerra Wealth Management LLC is a Registered Investment Adviser based in Dallas, Texas, founded in 2012 by Mark Holland. The firm specializes in providing discretionary advisory services to the Austerra Stable Growth Fund, LP, Austerra Stable Income Fund, LP, and separately managed accounts. Austerra operates as a fiduciary, acting in the best interests of clients, and offers tailored investment management services based on individual client needs and circumstances. The firm charges fees based on a percentage of assets under management, with a fee schedule ranging from 1.95% to 1.00% depending on the asset amount. The minimum initial investment for managed accounts is $1,000,000, with exceptions made on a case-by-case basis. Clients have the option to impose restrictions on investing in certain securities. Austerra does not charge performance-based fees for discretionary investment management clients but charges an incentive fee of 20% for the Austerra Stable Growth Fund, LP and Austerra Stable Income Fund, LP. The firm does not engage in principal or agency transactions and does not participate in soft dollar arrangements. Austerra does not vote proxies on behalf of clients, who retain responsibility for voting securities. The firm has a Business Continuity Plan in place and maintains strict privacy policies regarding client information. Austerra has no disciplinary information to report and has not been subject to a bankruptcy proceeding.