Aware Investing manages investment accounts using passive investments like exchange-traded funds and index funds through third-party money managers. They also offer financial consultations on an hourly basis, covering areas like estate planning, tax planning, and insurance. Aware Investing may recommend life insurance and annuities.
Assets Under Management$3.9M
Clients21
Advisors1
Avg. per Client$190K
Avg. per Advisor$3.9M
Fee Structure
Minimum Investment:$150K
Planning is included in investment management (also available separately)
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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...