AWP Financial provides investment advice and financial planning to individuals, charities, corporations, and other businesses. AWP works with clients to create long-term strategies to meet their financial goals, constructing portfolios primarily of exchange-traded funds (ETFs). AWP also offers financial planning and consulting services, developing financial plans based on clients' individual needs and goals.
Assets Under Management$70M
Clients160
Advisors2
Avg. per Client$440K
Avg. per Advisor$35M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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