Authentikos Wealth Advisory LLC

Authentikos Wealth Advisory, LLC is a registered investment adviser based in California, established in May 2017. The firm offers investment advisory services, financial planning, and third-party investment advisory services. Authentikos utilizes different investment types, including mutual funds, equities, options, fixed income, and more, tailored to clients' financial goals. The minimum account size for the Authentikos Managed Account Program is $100,000, which can be waived at the firm's discretion. The firm operates on a fee-only basis, with management fees negotiated based on individual client needs, not exceeding 2.5% per annum. Clients participating in the AE Wealth Model Portfolio Program are assessed fees not exceeding 2.9% annually, payable monthly based on assets under management. Authentikos does not accept performance-based fees and does not engage in soft dollar arrangements. The firm's Code of Ethics ensures fair dealing and prohibits insider trading. Clients receive quarterly reports, and the firm does not vote on client securities. Authentikos has no financial conditions impairing its ability to meet client commitments and has not been involved in bankruptcy proceedings.