Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for comprehensive financial planning typically range from $500 to $20,000 as a fixed fee, or $100 to $500 per hour. Ongoing financial consulting is charged as a fixed annual fee starting at $500, or as a percentage of assets under advisement, with a maximum annual fee of 2.75%.
Areas of Practice
Advisor Information
Office location
101 W Elm St, Suite 350, Conshohocken, PA, 19428
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Augustine is a member of Wyndmoor Properties LLC (commercial real estate) and owner/principal of several rental properties (HBK Fort Myers Realty, HBK Erie Realty, HBK Hermitage Realty, and HBK Meadville Realty). Augustine also dedicates a few hours per week as an insurance agent for HBK Sorce Insurance LLC.