Auctus Advisors offers portfolio management based on individual client goals, pension consulting services, and financial planning. Investment decisions are made in accordance with fiduciary duties. Auctus Advisors primarily recommends mutual funds and ETFs. Clients may impose restrictions on investing in certain securities. Auctus Advisors uses both Tactical and Strategic portfolio construction.
Assets Under Management$610M
Clients218
Advisors2
Avg. per Client$2.8M
Avg. per Advisor$310M
Fee Structure
Minimum Investment:$5M
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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