AWM Global Advisors offers wealth management services including financial planning, portfolio construction, risk management, and investment portfolio management. They consult with clients to determine risk tolerance and investment needs, customizing portfolios or using model strategies. AWM may recommend independent investment managers and monitor their performance. They also offer limited retirement plan advisory services. AWM primarily uses mutual funds and exchange-traded funds.
Fee Structure
AWM Global Advisors charges a negotiable annual fee based on the value of your investments. The maximum annual fee is 2.00%, and the specific rate varies depending on the assets and complexity of your situation. The fee is charged quarterly, in advance. The fee does not include brokerage commissions or other transaction costs.