Authentic Wealth Partners provides customized investment management and financial planning services to individuals, high net worth individuals, trusts, estates, and businesses. Authentic Wealth Partners operates as a registered investment advisor and acts in your best interest. The firm builds diversified, low-cost portfolios using mutual funds and exchange-traded funds based on your specific goals, risk tolerance, and time horizon. In addition to ongoing portfolio management, Authentic Wealth Partners offers comprehensive financial planning, hourly consulting, and retirement plan advisory services for businesses.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $4.0M | 0.60% |
| $4M+ | 0.50% |
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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