Samuel Acho is a registered investment advisor at Awm Capital, LLC, based in Dallas, TX, with 3 years of industry experience. Samuel 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
Dallas, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Samuel is involved in several outside business activities, including being the Founder and President of Athletes for Justice, an analyst for ESPN through Keystone Paying Agent, and an NFL analyst for Rogers Sports & Media. He also serves as an ambassador for International Justice Mission, Vice President for Living Hope Christian Ministries, and a board member for St. Mark's School of Texas.
Employment History
Current Registrations
Awm Capital, LLC
State Registrations1 state
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