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.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees range from 0.70% to 2.00% and are negotiable based on account size and complexity.