Robert Mcconchie is a PFS-designated registered investment advisor at Awm Capital, LLC, based in Phoenix, AZ, with 9 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Insurance Planning, and 4 more. Their firm serves 467 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual advisory fee is up to 2.00% of assets under advisement, subject to a minimum annual fee of $20,000. Fees are negotiable on a case-by-case basis.
Fee Estimator
Location
1 N. 1st Street, Suite 525, Phoenix, AZ, 85004
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Regulatory 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 Activities
Robert provides tax and accounting services exclusively to AWM clients, which can be a significant time commitment during tax season. He is also an owner of AWM Ventures LLC, involved in venture capital investing, dedicating minimal time to this activity.
Employment History
Current Registrations
Awm Capital, LLC
State Registrations2 states
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.
Exams
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