American Wealth Advisors (AWA) offers wealth management services to affluent investors. These services include managing investments, general investment advice, allocating assets, and retirement planning. AWA also helps clients with tax and estate planning by working with independent firms. Client assets are held at Fidelity Investments, and clients can view their accounts online. AWA creates personalized investment plans based on each client's goals, risk tolerance, and financial situation. They may also use hedging strategies and concentrated stock diversification.
Assets Under Management$110M
Clients109
Advisors2
Avg. per Client$970K
Avg. per Advisor$53M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.10% |
| $3M+ | 1.00% |
Fees are negotiable based on the type and complexity of assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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