Advisor at Augustine Asset Management Inc
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Firm
Augustine Asset Management Inc
Location
Jacksonville, FL 32207-3369
Credentials
CFA®
Industry experience
< 1 year
$0 - $2 million: 1.00% $2 million - $10 million: 0.80% $10 million+: 0.65%
Account minimum: $2,000,000 for private client advisory services; $15,000,000 for institutional services Fee-only: Fee-only investment manager exclusively engaging in investment and portfolio management services.
1551 Atlantic Blvd, Suite 301
Jacksonville, FL 32207-3369
Florida
Augustine Asset Management Inc
2016 - Present (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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