August Group provides investment management through its Capital Allocation service. For high net worth clients, August Family Office offers a full suite of services including investment management, family office services (accounting, financial reporting, banking, estate planning, etc.), and client experience services (concierge and lifestyle services). August creates an Investment Policy Statement for each client to tailor services to their needs.
Assets Under Management$650M
Clients54
Advisors3
Avg. per Client$12M
Avg. per Advisor$220M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $200.0M | Included |
| $200M+ | 0.40% |
The annual fee is calculated on a marginal basis. Clients may negotiate adjusted fee approaches depending on their circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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