Amplio Wealth Management (AWMI) offers ongoing portfolio management services tailored to each client's individual goals, risk tolerance, and time horizon. AWMI creates an Investment Policy Statement for each client, outlining their current financial situation. AWMI requests authority to make trades without asking for permission each time. AWMI generally limits its investment advice to mutual funds, fixed income securities, equities, and treasury inflation protected/inflation linked bonds.
Assets Under Management$31M
Clients65
Advisors1
Avg. per Client$480K
Avg. per Advisor$31M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.75% |
| $500K - $1000K | 2.50% |
| $1.0M - $2.0M | 2.25% |
| $2.0M - $5.0M | 2.00% |
| $5M+ | 1.75% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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