Amoretti Wollman Capital Management (AWCM) offers investment management, investment analysis, and financial planning services to individuals and high-net-worth individuals. AWCM also provides financial education and retirement plan management for businesses. AWCM uses quantitative, fundamental, technical, and economic analysis to determine investments. AWCM does not receive commissions and is not affiliated with entities that sell financial products or securities.
Assets Under Management$22M
Clients109
Advisors3
Avg. per Client$200K
Avg. per Advisor$7.2M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.35% |
| $25M+ | 0.25% |
Fees may be negotiable at the firm's sole discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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