American Wealth Management (AWM) offers comprehensive advisory services, including asset management, portfolio analysis, asset allocation, and financial planning. AWM aims to help clients achieve their investment goals through tactical and strategic approaches. AWM participates in wrap fee programs through Raymond James and manages accounts through Independent Advisory Accounts.
Assets Under Management$310M
Clients565
Advisors9
Avg. per Client$550K
Avg. per Advisor$34M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
AWM's fees for managed accounts range from 1% to 2% annually, paid quarterly, based on the account value at the end of the quarter. Fees are negotiable depending on the client's circumstances. Raymond James custodied accounts may incur custodial transaction costs.
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