August Wealth Management offers investment management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. August Wealth Management focuses on investments, retirement planning, education planning, taxes, cash flow management, estate planning, and risk management. The firm aims to provide security and guidance in financial matters, allowing clients to focus on their priorities.
Assets Under Management$30M
Clients85
Advisors1
Avg. per Client$360K
Avg. per Advisor$30M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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