Kevin Hauser is a registered investment advisor at American Wealth Management, INC., based in Alpharetta, GA, with 40 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 565 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AWM's fees for managed accounts range from 1% to 2% annually, paid quarterly, based on the account value at the end of the quarter. Fees are negotiable depending on the client's circumstances. Raymond James custodied accounts may incur custodial transaction costs.
Location
3480 Preston Ridge Road, Suite 500, Alpharetta, GA, 30005
Get directionsHistory
Regulatory History (4)
Customer Dispute
September 1994Customer Dispute
March 1994Customer Dispute
September 1993Regulatory
December 1989Other Business Activities
Kevin is an accountant setting up taxes through Kevin Hauser Money Management Consultant, Inc. This activity does not generate compensation or revenue.
Employment History
Current Registrations
American Wealth Management, INC.
Previous Registrations
American Wealth Management, INC.
American Wealth Management, INC.Broker
Painewebber IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.