ABW provides investment management and financial planning services to individuals, high-net-worth clients, and retirement plans. ABW builds personalized portfolios based on each client's goals, time horizon, and risk tolerance, using fundamental, technical, charting, and cyclical analysis. In addition to ongoing portfolio management, ABW offers one-time financial plans and ongoing financial consulting that cover budgeting, cash flow, retirement planning, insurance analysis, tax strategies, and estate planning. ABW is owned and operated by Dwain Blake and operates as a registered investment advisor based in West Virginia.
Assets Under Management$15M
Clients72
Advisors2
Avg. per Client$200K
Avg. per Advisor$7.4M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable based on criteria such as historical relationship, type of assets, and account size.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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