Authentikos Wealth Advisory LLC
Authentikos Wealth Advisory is a registered investment advisor that helps clients achieve their financial goals through investment management and financial planning. Authentikos works with clients to understand their goals, risk tolerance, and financial situation to create a suitable portfolio. They offer access to model portfolios through AE Wealth Management. Financial planning services cover areas like retirement, tax, estate, and insurance planning. Implementation of the financial plan is at the client's discretion.
Fee Structure
Authentikos Wealth Advisory offers investment management services through two programs:
- Authentikos Managed Account: Fees are negotiated and will not exceed 2.5% annually.
- AE Wealth Model Portfolio Program: This is a wrap fee program where fees will not exceed 2.9% annually. This fee covers all transaction costs. A portion of the fee is shared with third-party investment advisors and service providers.
Fees are payable monthly, in arrears, based on the value of assets under management or the average daily balance, depending on the program chosen.