Assets Under Management
$1.1B
Number of Clients
67
Number of Advisors
4
Average Client AUM
$15.8M
AUM per Advisor
$264.1M
Compensation
Fee-Only (AUM)
AmeriServ Wealth Advisors, Inc. (AWA) offers asset management of client funds based on individual needs. They develop personal investment policies through discussions to establish goals and objectives. AWA manages accounts on a discretionary or non-discretionary basis, considering client objectives and tax implications. Investment recommendations include various securities. AWA also provides investment management services for AmeriServ Financial Bank's discretionary investment assets.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Employees/Board Members of AmeriServ Financial®, Inc., AFB, and AWA will be granted a 10% discount from the applicable fee schedule. Non-Profit and Charitable Organizations 501(c)(3) generally are granted a 10% discount from the applicable fee schedule. AWA retains the discretion to negotiate alternative fees on direct and indirect relationships.
216 Franklin Street, Johnstown, PA, 15901-1911