Robert Mcconchie is a PFS-designated registered investment advisor at Awm Capital, LLC, based in Phoenix, AZ, with 8 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 436 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AWM Capital charges an annual fee based on a percentage of the assets they manage, up to 2.00% annually, with a $20,000 minimum annual fee. Fees are negotiable and may be a fixed fee instead of a percentage. Fees are billed quarterly in advance. Asset management fees charged by separate account managers are not included in AWM's advisory fee.
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.
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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
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