Able Wealth Management Solutions (AWMS) manages investment portfolios based on clients' individual needs and goals. AWMS also offers financial planning services covering retirement, risk management, college savings, and estate planning. AWMS may use third-party managers for portfolio management. They build investment models through a technology solution and support financial planners with investment strategies based on research, experience, and sound rationale.
Assets Under Management$23M
Clients67
Advisors1
Avg. per Client$340K
Avg. per Advisor$23M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.50% |
| $300K - $700K | 1.30% |
| $700K - $1.0M | 1.20% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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