Augustine Asset Management provides investment management services to high net worth individuals, families, and institutions. Augustine's investment approach emphasizes fundamental analysis to identify investment opportunities and manage portfolio risk. They customize portfolios based on client objectives, risk tolerance, and market conditions. Augustine manages equity and fixed income strategies.
Assets Under Management$780M
Clients72
Advisors4
Avg. per Client$11M
Avg. per Advisor$200M
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $10.0M | 0.80% |
| $10M+ | 0.65% |
Discounted fees may be negotiated for institutional mandates above $15 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...