linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kevin Patrick Aug

Constellation Wealth Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kevin? Claim Your Profile

About Kevin Patrick Aug

Kevin Patrick Aug is a financial advisor registered with the state of Ohio. Kevin Aug has been working in the financial industry since June of 2010. Kevin Aug is a Chartered Financial Analyst and is currently employed by Constellation Wealth Advisors. Constellation Wealth Advisors is a Registered Investment Advisor with a focus on providing financial planning services, pension consulting, educational seminars, and portfolio management for businesses, individuals, and pooled investment vehicles. The firm has a strong commitment to providing clients with customized investment solutions and has a team of experienced professionals with a wide range of expertise.

Firm Information

Kevin Aug is currently registered with Constellation Wealth Advisors. Constellation Wealth Advisors is a Cincinnati, OH-based registered investment advisor with approximately $3.9 billion in regulatory assets under management. The firm provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, and portfolio management services for individuals, businesses, pooled investment vehicles, and charitable organizations.
Constellation Wealth Advisors

255 EAST FIFTH ST.

CINCINNATI, OH 45202

$3.90B

Assets Under Management

11

Total Clients

17

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kevin Aug’s Registration & Firm History

OH

09/30/2020 - Present

Constellation Wealth Advisors (CINCINNATI OH)

Not sure if Kevin Patrick Aug is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Patrick Aug.
Not sure if Kevin Patrick Aug is right for you?