12233 Purcell Road
Authentic Wealth Partners is a full-service, boutique financial consulting company that offers extensive products and services, robust research tools and personalized guidance. We custom fit each plan to the unique circumstances and goals of our clients.
Most come to us with a few core questions: Will I have enough money to retire? What’s the best way to manage the assets that I have? Am I making the best choices with my resources? Big decisions that relate to mortgages, college expenses, retirement accounts or short-term investments can affect the course of your life and the lives of your family for generations. Rest assured, we have the education, the experience and the expertise to help you find solutions. We take each client through a detailed and comprehensive process, The Blueprint Formula, to navigate the complexity of pursuing financial freedom. We leverage the right tools to help your assets work for you. That means we create strategies that seek to help minimize taxes while integrating investments that reflect appropriate risk levels, and we implement estate planning techniques and insurance recommendations that can benefit you over the course of your lifetime.
We know that these decisions matter. We are dedicated to empowering people and ultimately bringing confidence.
We value transparency in everything that we do. For that reason, we are upfront on all costs and fees associated with working together. Our scope of engagement includes the 7 Foundational Pillars and The Blueprint Formula. The following fee schedule is based on total household assets under management.
1.00% annually, charged quarterly
0.80% annually, charged quarterly
0.60% annually, charged quarterly
0.50% annually, charged quarterly
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