Authentikos Wealth Advisory LLC
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Learn more about Authentikos Wealth Advisory LLC
Authentikos Wealth Advisory LLC operates as a financial advisor company located in Morgan Hill, California. The company handles $132.5 million in assets under management throughout 2,303 client accounts, placing it in the mid-tier of firms in the nation by assets under management (AUM). The firm has a small group, including 3 financial advisors. Authentikos Wealth Advisory LLC is not a registered broker-dealer, signifying that it is not able to buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer firm to do so. Securities are exchangable fiscal investments such as bonds, options and equities.
Authentikos Wealth Advisory LLC administers all of the company's client assets in a discretionary manner. Discretionary management signifies that an investment advisor makes transaction choices without needing to seek the customer's approval. The firm manages about $57,513 in assets for every client account. The typical advisor at Authentikos Wealth Advisory LLC administers around 768 client accounts.
Authentikos Wealth Advisory LLC's main office is at 1295 East Dunne Avenue, Morgan Hill, California 95037. The company is legally registered to serve investors across 7 states, including California, Colorado, Florida, Idaho, Nebraska, Texas and Washington.
Assets Under Management
Number of Advisors
Authentikos Wealth Advisory LLC by the Numbers
Products and Services
Authentikos Wealth Advisory LLC offers multiple services, which can include financial planning services, portfolio management for individuals and small businesses and selection of other advisers. In the past fiscal year, the firm provided 101-250 of its accounts with financial planning services. It is engaged in selling products or offering services apart from investment advisory services to its clients. The company is affiliated with a number of other companies in the financial services industry, including with an insurance company or agency.
Core Advisor Services
Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
Offered by 46% of firms
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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This is the hosting of seminars or workshops to educate investors on financial concepts.
A financial advisor's fees usually depend on which services the firm provides the client. Fee types charged by the company may include the following fee structures: asset-based, hourly, fixed or commission-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Offered by 69% of firms
Percentage of AssetsShow Explanation
This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.
Offered by 21% of firms
Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.
Offered by 1% of firms
Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.
Offered by 32% of firms
Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.
Find one of the 26% of firms that offer this fee type
Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.
Find one of the 0% of firms that offer this fee type
Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.
Find one of the 10% of firms that offer this fee type
Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.
Types of Clients
It provides services to retail investors, high net worth investors, charitable organizations and corporations. Out of its 2,303 customers, Authentikos Wealth Advisory LLC's largest client by number of accounts is retail investors, although it also caters to 49 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 under management or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's accounts are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 12.6%
- Other Individuals - 86.89%
- Corporations - 0.26%
- Charitable Organizations - 0.26%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Authentikos Wealth Advisory LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Authentikos Wealth Advisory LLC
New Braunfels, TX
Morgan Hill, CA
Morgan Hill, CA
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