Athena Wealth Management offers investment management and financial planning services to individuals and other clients. As a fiduciary, Athena is legally required to act in the client’s best interest. Athena offers comprehensive portfolio management, asset management, and financial planning & consulting services. Athena does not offer a wrap fee program.
Assets Under Management$140M
Clients143
Advisors1
Avg. per Client$980K
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Athena Wealth Management offers two investment management services:
- Comprehensive Portfolio Management: Includes asset management and financial planning or consulting. The maximum annual fee is 2.00% of the value of your portfolio.
- Asset Management: A portfolio is created consisting of various securities. The maximum annual fee is 1.75% of the value of your portfolio.
Fees are negotiable and are deducted from client accounts monthly.
Loading...