August Wealth Advisors offers investment advice to high net worth individuals, families, trusts, estates, businesses, and retirement plans. They create customized investment strategies based on your goals, risk tolerance, and financial situation. They primarily use exchange-traded funds and individual stocks, but may also use bonds and mutual funds. They also offer financial planning services as part of their wealth management.
Assets Under Management$0
ClientsN/A
Advisors4
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$2M
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Wealth management fees are typically offered at an annual rate of up to 1.50% annually. Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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