Assets Under Management
$766.4M
Number of Clients
723
Number of Advisors
9
Average Client AUM
$1.1M
AUM per Advisor
$85.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
AWM offers financial planning projects and ongoing wealth management services, including financial planning and investment advisory. They also provide consulting for employer-sponsored retirement plans and sub-advisory services to other investment advisors. Their core principles are Education, Advocacy, and Accountability.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | Included |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $1.5M | 0.70% |
| $1.5M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | Included |
First $250,000 included with financial planning. Fees over $5,000,000 are custom.
7001 Burnet Rd 3rd Floor, Austin, TX, 78757