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
| $132,452,662 | 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.
Methodology
To generate our top financial advisors list in Morgan Hill, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Morgan Hill. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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 ServicesPortfolio Management For Individuals And/or Small BusinessesSelection 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.
Methodology
To generate our top financial advisors list in Morgan Hill, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Morgan Hill. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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