American Wealth Management, INC.

Assets Under Management

$284.3M

Number of Clients

581

Number of Advisors

9

Average Client AUM

$489K

AUM per Advisor

$31.6M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

American Wealth Management, Inc. (AWM) offers comprehensive advisory services, including asset management, portfolio analysis, asset allocation, and financial planning. AWM strives to help clients achieve their investment objectives in a cost-effective manner. Fees range from 1% to 2% annually, paid quarterly, and are negotiable.

Fee Structure

Minimum Investment:$100K
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
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Location

3480 Preston Ridge Road, Suite 500, Alpharetta, GA, 30005

9 Advisors at this firm

American Wealth Management, Inc. | TrueAdvisor