Allridge Wealth Management (AWM) is a fee-only wealth management firm that provides customized investment management services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations and other legal entities. AWM helps clients establish a customized investment profile and Investment Policy Statement. Clients can choose from growth, balanced, and conservative strategies. AWM provides ongoing monitoring and review of account performance and asset allocation. All client accounts are managed on a non-discretionary basis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $2.5M | 0.75% |
| $2.5M - $4.0M | 0.50% |
| $4M+ | 0.45% |
Minimum quarterly charge of $1,250.00 and minimum asset base is $1,000,000 except for existing clients and their families. There is also a one-time Client Onboarding Fee (“COF”) which will range between $1,625 and $3,250 depending upon the complexity of the engagement.