Ardent Wealth Advisory (AWA) manages client accounts through a wrap fee program, which includes both portfolio management and brokerage costs in a single fee. AWA creates an Investment Policy Statement for each client, outlining their financial situation, risk tolerance, and investment goals. AWA primarily recommends mutual funds, fixed income securities, equities, and ETFs.
Assets Under Management$20M
Clients42
Advisors1
Avg. per Client$470K
Avg. per Advisor$20M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.75% |
| $200K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3M+ | 0.90% |
Fees negotiable for accounts over $3,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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