Augēo Wealth Management offers comprehensive wealth management, standalone portfolio management, and standalone financial planning. The firm builds diversified portfolios using exchange-traded funds, individual securities, fixed income, and alternative investments. Services are tailored to each client's risk tolerance, financial goals, and time horizon. The firm operates on a fee-only basis and does not sell insurance or accept commissions.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable based on account size, complexity, anticipated growth, related accounts, and overall relationship scope.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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