Awareness Wealth Advisors, INC.

Fee-Only (% of Portfolio)

Awareness Wealth Advisors aims to build strong relationships with clients to understand their goals and aspirations. They offer asset management on a discretionary basis, meaning they make changes to your accounts as they believe necessary to achieve those goals. They also provide financial planning as part of their services. The firm's approach is based on planning-themed exploration, helping clients become aware of what matters to them and how that fits into their financial goals.

Assets Under Management$12M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$12M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees range from 0.70% to 2.00% and are negotiable based on account size and complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Awareness Wealth Advisors, INC. | TrueAdvisor