American Wealth Administration Group LLC
American Wealth Administration Group (AWAG) provides wealth management services, including discretionary investment management and financial planning, to individuals, high net worth individuals, families, trusts, estates, and businesses. AWAG develops long-term asset allocations and may recommend specific positions or cash positions. AWAG also offers financial planning services on an hourly or fixed-fee basis. AWAG forbids the use of options trading, penny stocks, SPACs, margin loans, and crypto investing.
Fee Structure
AWAG charges an annual investment advisory fee ranging from 0.20% to 3.50% of your portfolio, depending on the size of your relationship and the complexity of services. Fees are paid quarterly in advance, based on the market value of your portfolio at the end of the prior quarter. Fees may be negotiable. AWAG may also adjust or suspend fees during hardship or extraordinary circumstances.