August Wealth Group offers portfolio management based on individual client goals and risk tolerance. They create an Investment Policy Statement for each client. Financial planning services cover investment planning, life insurance, tax concerns, retirement planning, education planning, and debt/credit planning. August Wealth Group seeks to tailor services to individual client needs and preferences.
Assets Under Management$49M
Clients61
Advisors2
Avg. per Client$800K
Avg. per Advisor$24M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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