Authentikos Wealth Advisory LLC

Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly

Authentikos Wealth Advisory offers personalized investment management and financial planning services for individuals, families, trusts, estates, and business retirement plans. The firm provides tailored portfolio strategies through its managed account program and model portfolio solutions, taking into account each client's specific financial goals, risk tolerance, and time horizon. In addition to managing investments, Authentikos prepares written financial plans covering areas such as retirement planning, tax strategies, estate planning, cash flow, and insurance needs. The firm works closely with clients to understand their overall financial situation and helps them implement strategies to achieve their long-term objectives while acting in their best interest.

Assets Under Management$180M
Clients432
Advisors4
Avg. per Client$430K
Avg. per Advisor$46M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Management fee is individually negotiated and will not exceed 2.5% annually for managed accounts (or up to 2.9% for the AE Wealth wrap fee program). Fees are billed monthly in arrears.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location

4 Advisors at this firm

Authentikos Wealth Advisory LLC - Fees, AUM & Advisors | TrueAdvisor