American Wealth Management (AWM) offers investment management and financial planning services. AWM provides discretionary investment management to individuals, financial planning, advice on employer-sponsored retirement plans, and separately managed accounts. AWM uses a proprietary quantitative investment process. Client accounts are held at Pershing Advisor Solutions and Charles Schwab.
Assets Under Management$760M
Clients897
Advisors5
Avg. per Client$850K
Avg. per Advisor$150M
Fee Structure
Minimum Investment:$300K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and lower fees may be available for larger accounts.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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