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About AUGULIS FINANCIAL FIRM, L.L.C.
AUGULIS FINANCIAL FIRM, L.L.C. is a reputable financial firm that specializes in providing expert advice and services in the field of finance. The company has been in business for over 15 years and is known for its exceptional financial expertise and personalized approach towards assisting clients with their financial needs.
How does the advisor help clients – Key Takeaways:
- Offering personalized financial planning and investment management services
- Assisting clients in achieving their financial goals through comprehensive strategies and solutions
- Providing ongoing support and guidance
- Utilizing the latest technology and tools to optimize financial planning and management
Facts and Insights:
AUGULIS FINANCIAL FIRM, L.L.C. has a team of highly qualified and experienced financial advisors who are dedicated to helping clients achieve financial success. The firm operates with a client-first approach, prioritizing the needs and goals of their clients over everything else. They believe in building long-term relationships with their clients and providing them with the necessary resources and knowledge to make informed financial decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 12 | 15 years |
Financial Services Offered:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- College planning
- Business planning
Client Types:
- Individuals and families
- Small business owners
- High net worth individuals
- Retired individuals
Fees & Compensation:
AUGULIS FINANCIAL FIRM, L.L.C. operates on a fee-only basis, meaning they do not receive commissions from any financial product or service they recommend. This ensures that the firm’s advisors act in the best interest of their clients without any conflicts of interest. Fees are charged based on a percentage of assets under management or on a flat retainer fee, depending on the type of services required by the client.
Background:
The founder and principal of AUGULIS FINANCIAL FIRM, L.L.C. is John Augulis, a highly skilled and experienced financial advisor with over 20 years of experience in the industry. He has a Bachelor’s degree in Finance and Economics and holds various professional certifications, including the Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) designations. John and his team bring a diverse range of expertise and experience to the table, allowing them to provide comprehensive and tailored financial solutions to their clients.
Financial Advisor Disclosures to Know:
As a registered investment advisor, AUGULIS FINANCIAL FIRM, L.L.C. is legally required to disclose any potential conflicts of interest or past disciplinary actions to their clients. The firm maintains a clean record with all necessary regulatory bodies and strives to ensure transparency in their practices. Clients can request a copy of the firm’s disclosure documents for their review at any time.