Auctus Wealth Management (AWM) offers investment advice and financial planning to clients. AWM creates and manages investment portfolios based on each client's individual needs, goals, risk tolerance, and time horizon. AWM also provides financial planning services, including a written report detailing strategies to help clients achieve their financial goals, covering areas like personal finances, taxes, investments, insurance, retirement, and estate planning.
Assets Under Management$43M
Clients109
Advisors1
Avg. per Client$390K
Avg. per Advisor$43M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.75% |
| $100K - $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.8M | 1.50% |
| $1.8M+ | 1.50% |
Fees are negotiable for accounts over $1,750,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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