Accountants Wealth Management Group (AWMG) provides asset management services, both with and without the authority to make trades without asking first. AWMG works with individuals, high net worth individuals, trusts, estates, and businesses. Investment strategies are tailored to each client's goals, objectives, and any restrictions they wish to impose.
Assets Under Management$1.5M
Clients2
Advisors1
Avg. per Client$730K
Avg. per Advisor$1.5M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $250K | 1.35% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1M+ | 0.70% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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