AWM Capital is a registered investment advisor based in Phoenix, Arizona, specializing in serving high- and ultra-high-net-worth individuals, families, and private funds. The firm provides comprehensive wealth management services, including personalized financial planning, tax strategy, estate planning coordination, insurance analysis, and investment management. AWM Capital builds customized portfolios using a liability-driven investing framework, utilizing mutual funds, exchange-traded funds, equities, bonds, private placements, and third-party separate account managers. The firm also manages proprietary private equity, venture capital, and real estate funds for eligible clients. AWM Capital operates as a fiduciary, legally required to act in your best interest, and offers its services on a discretionary and non-discretionary basis.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual advisory fee is up to 2.00% of assets under advisement, subject to a minimum annual fee of $20,000. Fees are negotiable on a case-by-case basis.