Ashby Wealth Management (AWM) manages investment portfolios based on individual client needs and goals. AWM also offers financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. Financial planning is offered as hourly or comprehensive ongoing services.
Assets Under Management$16M
Clients58
Advisors1
Avg. per Client$270K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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