Augustus Wealth provides investment advice and financial planning to individuals and other clients. Planning services include investment, retirement, estate, charitable, education, and tax planning. Portfolio management creates tailored portfolios using stocks, bonds, ETFs, and other securities. Augustus Wealth also offers retirement plan consulting to employer plan sponsors.
Assets Under Management$100M
Clients136
Advisors2
Avg. per Client$740K
Avg. per Advisor$50M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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