Assurity Wealth Management (AWM) offers customized investment solutions through continuous client interaction and discretionary investment management. AWM constructs portfolios using low-cost, diversified mutual funds and ETFs, and may also use individual stocks and bonds. AWM also provides financial planning services, including investment, retirement, and education planning. Clients are not obligated to implement any recommendations.
Fee Structure
Assurity Wealth Management charges a percentage of your portfolio's value each year for investment management. The rate decreases as your portfolio grows. There are different fee schedules depending on whether AWM directly manages your account or refers you to a third-party manager.
Directly Managed Accounts:
- Under $100,000: 2.50% per year
- $101,000 - $250,000: 2.25% per year
- $250,001 - $1,250,000: 2.00% per year
- $1,250,001 - $2,500,000: 1.75% per year
- $2,500,001 - $4,000,000: 1.50% per year
- $4,000,001 - $5,000,000: 1.25% per year
- $5,000,001 - $10,000,000: 1.00% per year
- Over $10,000,000: 0.75% per year
Accounts Managed by White Rock Capital (referred by AWM):
- All Assets: 1.85% per year (AWM receives a portion of this fee)
Accounts Managed by Brookstone Capital (referred by AWM):
- Under $1,250,000: 2.00% per year
- $1,250,001 - $2,500,000: 1.75% per year
- $2,500,000 - $4,000,000: 1.50% per year
- $4,000,001 - $5,000,000: 1.25% per year
- $5,000,001 - $10,000,000: 1.00% per year
- Over $10,000,000: 0.75% per year (AWM receives a portion of this fee)