American Wealth Management provides comprehensive advisory services, including asset management, portfolio analysis, asset allocation, and financial planning. The firm assists clients in pursuing investment objectives through tactical and strategic approaches across market cycles. American Wealth Management offers its services through wrap fee programs and independent advisory accounts custodied at firms like Raymond James and Charles Schwab. The firm works with individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, and other U.S. institutions.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Basic fee structure ranges from approximately 1% to 2% annually, paid quarterly. Fees are negotiable based on client circumstances.