Ambrose Wealth Management (AWM) offers wealth and retirement planning and investment advice to individuals and high-net-worth individuals. AWM manages investment portfolios based on each client's goals, risk tolerance, and time horizon. AWM may request authority to make trades without asking for permission first. AWM also offers initial wealth and retirement planning services for an hourly or fixed fee.
Assets Under Management$2.2M
Clients13
Advisors1
Avg. per Client$170K
Avg. per Advisor$2.2M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.95% |
Fees are negotiable and range from 0.25% to 1.95%. The total client fees will not exceed 3% of assets under management when a third party investment advisor is used.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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