Abbondandolo Wealth Management Corp (AWM) offers investment advisory services using a strategic asset allocation approach. AWM is a fee-only firm, meaning it doesn't receive commissions from investment products, avoiding potential conflicts of interest. AWM designs customized portfolios, recommending a mix of investments based on individual client needs, goals, time horizon, and risk tolerance. AWM generally limits its money management to mutual funds, equities, bonds, fixed income, debt securities, ETFs, real estate, REITs and government securities.
Assets Under Management$110M
Clients238
Advisors3
Avg. per Client$470K
Avg. per Advisor$37M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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