Aware Investing, Inc. is a registered investment advisor based in Colorado Springs, Colorado. The firm offers investment advisory accounts, financial consultations, and financial planning services, primarily using passive investment vehicles such as exchange-traded funds and index funds. Aware Investing partners with third-party money managers and platforms to implement client portfolios. In addition to investment guidance, Aware Investing provides advice on estate planning, tax planning, cash and debt management, business pension planning, and insurance products such as life insurance and annuities. The firm also offers hourly consultations and portfolio analysis reports tailored to individual client needs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $4.0M | 0.25% |
| $4.0M - $10.0M | 0.20% |
| $10M+ | 0.15% |
Fees are negotiable depending on client circumstances. Third-party money managers may charge additional fees between 0.15% and 0.50%.