Anfield Wealth Management (AWM) manages investment portfolios based on clients' individual needs and goals. AWM also offers financial planning services covering retirement, risk management, cash flow, and general goal planning. Financial planning can be comprehensive, involving a monthly/quarterly retainer for continuous access to a planner. AWM primarily uses passive investment management strategies.
Assets Under Management$13M
Clients40
Advisors1
Avg. per Client$330K
Avg. per Advisor$13M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees negotiable for accounts over $5,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...