Top financial advisors in Morgan Hill, CA
We've curated a list of the best financial advisors in Morgan Hill, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $132,452,662 Number of advisors 9 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Morgan Hill, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
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.
$132,452,662 under management
9 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Morgan Hill, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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