Augulis Financial Firm (AFF) provides investment advice to individuals and high-net-worth individuals. AFF offers asset management services where they decide which securities to buy or sell, but they will obtain your approval before executing any transactions. AFF may hire sub-advisors to manage client assets. AFF also offers financial plans covering wills, estate plans, investments, taxes, retirement, and college planning at no additional cost. AFF holds seminars and workshops to educate the public on investments.
Assets Under Management$54M
Clients68
Advisors2
Avg. per Client$800K
Avg. per Advisor$27M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
The annual fee may be negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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