Advisors Wealth Management (AWM) offers investment management and financial planning services. Investment management includes determining investment goals, risk tolerance, and time horizons to create a suitable investment strategy. Financial planning covers areas like retirement, college, and tax planning. AWM primarily advises on mutual funds, equities, and ETFs. The firm also provides services to retirement plans.
Assets Under Management$12M
Clients16
Advisors1
Avg. per Client$760K
Avg. per Advisor$12M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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