Athena Wealth Management provides financial planning, investment consultation, and investment management services. Athena Wealth Management acts as a partner in planning your individual plan for your own future. The firm holds itself to a legally required standard to act in your best interest. The firm provides advice on cash flow, retirement, education, insurance, and estate planning. Investment consultation services involve providing information on investment vehicles, analysis, and strategies. Investment management services implement investment strategies.
Fee Structure
Athena Wealth Management offers investment management services. The fees are fixed and range from $720 to $20,000 annually, determined by the estimated hours dedicated to the engagement and the complexity of your financial profile. The total fees collected will not exceed 3% of assets under management per year.