AWM Financial Services manages investment portfolios and offers financial planning and consulting services for individuals, families, and businesses. AWM uses quantitative, fundamental, technical, and economic analysis to build and monitor investment strategies, managing accounts with full authority to make trades on behalf of clients. In addition to investment management, AWM provides tailored advice covering retirement, insurance, tax strategies, education funding, and asset allocation, as well as standalone consultations. AWM requires a minimum account size of $500,000 to open and maintain an advisory relationship, though this minimum can be met by combining accounts within the same household or family. The firm works with an independent custodian for client assets and does not take custody of funds directly.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee of up to 2.0%, depending on asset size, plan complexity, and required services. Money market fund investments are charged a reduced fee of 0.25%. An annual administrative and technology fee of $50 applies to all accounts.