Artemis Wealth Advisors (AWAL) provides ongoing portfolio management based on individual client goals and risk tolerance. AWAL creates an Investment Policy Statement for each client. Financial planning covers investment planning, life insurance, tax concerns, retirement, and college planning. AWAL also manages held-away assets like 401(k)s through a third-party platform.
Assets Under Management$18M
Clients130
Advisors1
Avg. per Client$140K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.70% |
| $1.0M - $1.5M | 1.50% |
| $1.5M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
These fees are annual rates per household. The firm also manages held-away retirement accounts (like 401(k)s) for a 1.00% annual fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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