Alchemy Wealth Management (AWM) manages investment portfolios and provides financial planning services. AWM works with individuals, high net-worth individuals, corporations, other businesses, and charitable organizations. Financial planning covers retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. AWM develops a personal investment policy or an investment plan with an asset allocation target and creates and manages a portfolio based on that policy and allocation targets.
Assets Under Management$62M
Clients198
Advisors2
Avg. per Client$310K
Avg. per Advisor$31M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.90% |
| $50K - $1.0M | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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