Aulestia Wealth Management (AWM) offers portfolio management tailored to individual client goals, including creating an investment policy statement. AWM also provides pension consulting services, including guidance on asset classes and recommending money managers. Additionally, AWM offers family office consulting services, including investment planning, tax guidance, and estate planning. AWM primarily recommends ETFs but may use other securities to diversify portfolios.
Assets Under Management$91M
Clients46
Advisors1
Avg. per Client$2M
Avg. per Advisor$91M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M+ | 1.00% |
Fees are negotiable for accounts over $2,500,000. Clients who engage Aulestia Wealth Management for Family Office Consulting will not separately pay for portfolio management services.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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