Douglas Augenthaler
Douglas Augenthaler is a CFA, CFP-designated registered investment advisor at Palumbo Wealth Management LLC, based in Great Neck, NY, with 4 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 263 clients with $540M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Palumbo Wealth Management's advisory fees range from 0.15% to 1.75% annually, based on factors like services offered, complexity, assets managed, and the overall client relationship. Fees are paid quarterly in advance, based on the market value of assets at the end of the prior quarter. Clients selecting standalone investment management may receive discounted fees. Fees may be negotiable.
Location
1010 Northern Boulevard, Suite 310, Great Neck, NY, 11021
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Palumbo Wealth Management LLC
State Registrations1 state
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