How does the advisor help clients – Key Takeaways:
Augustus Wealth, LLC is a professional and experienced financial firm that offers a wide range of services to its clients. With a team of expert advisors, Augustus Wealth, LLC helps individuals and businesses achieve their financial goals and secure their financial future.
Facts and Insights
Founded in 2005, Augustus Wealth, LLC has been providing top-notch financial services to its clients for over 15 years. The firm is headquartered in New York City and has multiple offices across the country to serve its clients effectively. Augustus Wealth, LLC prides itself on its commitment to providing personalized and customized solutions to each of its clients, tailoring its services to meet their specific needs and goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.2 billion | 25 | 15 years |
*All numbers are publicly available on Augustus Wealth, LLC’s website and are subject to change.
Financial Services Offered
Augustus Wealth, LLC offers a comprehensive list of financial services to its clients, including investment management, financial planning, retirement planning, tax planning, estate planning, and insurance services. The firm also provides specialized services for businesses, such as corporate retirement plans, business succession planning, and risk management.
Client Types
Augustus Wealth, LLC caters to a diverse range of clients, including high-net-worth individuals, families, small business owners, and corporations. The firm’s advisors have the expertise and experience to handle the unique financial needs and goals of each client, regardless of their financial status or background.
Fees & Compensation
At Augustus Wealth, LLC, transparency is key. The firm believes in giving its clients a clear understanding of the costs associated with its services. The fees and compensation structure at Augustus Wealth, LLC is based on a percentage of assets under management. This ensures that the firm’s interests are aligned with its clients, and it only benefits when its clients’ assets grow.
Background
Augustus Wealth, LLC was founded by John Augustus, a renowned financial expert with over 30 years of experience in the industry. With a team of highly skilled advisors, the firm has established a reputation for excellence and trust within the financial community. Augustus Wealth, LLC is committed to upholding the highest ethical and professional standards in everything they do, ensuring that their clients’ best interests are always the top priority.
Financial Advisor Disclosures to Know
As a registered investment advisor, Augustus Wealth, LLC adheres to strict regulations and disclosure requirements. The firm is registered with the Securities and Exchange Commission (SEC) and provides its clients with a Form ADV, including important information about its business operations, services, fees, and any disclosures or conflicts of interest that may arise.