Abundant Wealth Partners (AWP) offers investment management and financial planning services to individuals, high net worth individuals, and charitable organizations. AWP manages investments with either discretionary or non-discretionary authority. AWP also provides standalone financial planning and consulting services covering various areas like retirement, estate, tax, and education planning. AWP is a fee-based firm and does not receive commissions.
Assets Under Management$100M
Clients55
Advisors2
Avg. per Client$1.9M
Avg. per Advisor$52M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $20.0M | 0.50% |
| $20M+ | 0.25% |
Minimum asset level of $1,000,000 or a minimum annual fee of $10,000 typically required, but may be waived. Fees may be negotiable in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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