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.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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.