How does the advisor help clients – Key Takeaways:
As a leading investment management firm, August Partners Investment Management, LLC strives to provide financial expertise and guidance to its clients. With a team of experienced advisors, the firm offers a range of financial services to help clients achieve their financial goals.
Some key takeaways of how August Partners Investment Management, LLC helps its clients include:
- Provides personalized financial advice and strategies tailored to each client’s unique needs and goals
- Offers a comprehensive range of financial services to assist clients with all aspects of their financial planning
- Utilizes cutting-edge technology and tools to optimize portfolio performance and minimize risk
- Regularly communicates and discusses market trends and updates with clients to keep them informed and educated
Facts and Insights
Founded in 2005, August Partners Investment Management, LLC has established a strong reputation for providing expert financial guidance and services. With a team of over 50 advisors, the firm manages assets worth over $2 billion for its clients.
Insights from the firm’s investment research team and experienced advisors help clients make informed decisions about their financial future. Combining research and data analysis with personalized advice, the firm strives to help clients navigate the complex world of investing with confidence.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 2005 | 50+ | $2 billion+ |
Financial Services Offered
With a team of experienced advisors and research analysts, August Partners Investment Management, LLC offers a wide range of financial services to its clients. Some of the services include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Wealth Preservation
- Insurance Advice
Client Types
August Partners Investment Management, LLC serves a diverse range of clients including high-net-worth individuals, families, and institutions. Each client receives personalized services and advice tailored to their specific financial goals and needs.
Fees & Compensation
August Partners Investment Management, LLC operates on a fee-based compensation model. This means that the firm charges a percentage fee of the assets under management as compensation for its services. This aligns the interests of the firm with its clients, as the firm’s compensation is directly tied to the performance of the client’s portfolio.
Background
A leading investment management firm with over 15 years of experience, August Partners Investment Management, LLC has a strong track record of helping its clients achieve their financial goals. The firm’s team of advisors and research analysts bring a wealth of knowledge and expertise to the table, providing clients with top-notch financial guidance and services.
Financial Advisor Disclosures to Know
As a registered investment advisor, August Partners Investment Management, LLC is held to a fiduciary standard. This means that the firm must act in the best interests of its clients and disclose any potential conflicts of interest. Advisors at the firm are also required to maintain transparency and disclose all fees and charges associated with their services.
Clients can access the firm’s Form ADV, which outlines important information about the firm’s business practices, fees, and background, on the SEC’s website or upon request.