Appaloosa Wealth Management (AWM) provides ongoing portfolio management based on individual client goals, objectives, and risk tolerance. AWM creates an Investment Policy Statement for each client. AWM also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt/credit planning. AWM generally limits its investment advice to mutual funds, equities, fixed income securities, ETFs, real estate funds, non-U.S. securities, commodities, hedge funds, private equity funds, venture capital funds, and private placements.
Assets Under Management$84M
Clients71
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$84M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 1.00% |
Fees are negotiable for portfolios over $3,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...