Angeles Wealth Management (AWM) offers tailored investment and wealth management services to high-net-worth individuals, charitable organizations, and corporations. AWM works with clients to understand their goals, risk tolerance, and other considerations to recommend an investment allocation. AWM generally acts as a "manager of managers," allocating to asset managers with specific expertise. AWM also manages individual securities. AWM clients' primary contact will be with AWM personnel.
Fee Structure
Angeles Wealth Management charges a fee based on the value of your portfolio, ranging from 0.50% to 1% annually. The firm generally accepts clients with a minimum account size of $5 million, which would generally create a minimum fee of $50,000. Fees are typically paid quarterly in advance.