AWR Investment Management creates diversified investment portfolios for long-term growth with lower risk. They focus on asset allocation, manager selection, controlling costs, managing risk, and minimizing the impact of taxes. AWR designs portfolios tailored to individual client needs, considering existing positions and outside investments. They primarily use mutual funds and separate managed accounts, and may invest in individual securities for larger portfolios.
Assets Under Management$130M
Clients51
Advisors1
Avg. per Client$2.5M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees may be negotiable based on total assets under management, relationship with principals of AWR, and if they were directed or referred to AWR from CPA firms or other professionals.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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