How does the advisor help clients – Key Takeaways:
Augustine Financial Solutions LLC provides comprehensive and personalized financial services to help clients achieve their financial goals. The company offers a wide range of services, including investment management, retirement planning, tax planning, and estate planning. Their team of experienced financial experts and advisors work closely with clients to develop a customized financial plan tailored to their specific needs and objectives.
Facts and Insights
Established in 2005, Augustine Financial Solutions LLC has been in business for over 15 years. The company has built a strong reputation for providing exceptional financial services and guidance to individuals, families, and businesses. Their team of advisors has a combined experience of over 100 years in the financial services industry, and they have managed over $500 million in assets for their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 10+ |
| Time in Business: | 15+ years |
Financial Services Offered
The team at Augustine Financial Solutions LLC is well-equipped to handle all aspects of their clients’ financial needs. Some of the services offered include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Life insurance and long-term care planning
Client Types
The company serves a diverse range of clients, including:
- High net worth individuals
- Retirees
- Business owners
- Families
- Young professionals
Fees & Compensation
Augustine Financial Solutions LLC operates on a fee-only basis, meaning they do not earn commissions from the sale of financial products. This ensures that their advice is always in the best interest of their clients and not influenced by potential conflicts of interest.
The company’s fee structure is transparent and based on a percentage of assets under management, with fees decreasing as assets increase. Clients can also choose to pay a flat fee for specific services, such as financial planning or tax preparation.
Background
The founder and CEO of Augustine Financial Solutions LLC, John Augustine, has over 35 years of experience in the financial services industry. He holds the Certified Financial Planner (CFP®) designation and is committed to providing clients with expert financial guidance and advice.
Financial Advisor Disclosures to Know
The company takes pride in always acting in their clients’ best interests and maintains a clean disciplinary record. However, it’s important for clients to understand the potential conflicts of interest that may arise in the financial industry. As such, Augustine Financial Solutions LLC provides clients with a disclosure document that outlines any potential conflicts of interest and how they are addressed.