All Weather Portfolio Management (AWPM) offers financial planning and investment management services. They create written financial plans, provide financial advice, and make recommendations based on client data and goals. This includes net worth statements, retirement benefit reviews, tax planning, education planning, insurance reviews, and estate planning coordination. AWPM manages client investment, retirement, brokerage, and trust accounts using a diversified portfolio of investments agreed upon by the client.
Assets Under Management$13M
Clients105
Advisors1
Avg. per Client$120K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.80% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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