AA Wealth Strategies (AWSL) provides portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. AWSL creates an Investment Policy Statement for each client and constructs a plan to aid in portfolio selection. AWSL also offers financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. AWSL may direct clients to third-party investment advisors.
Assets Under Management$14M
Clients16
Advisors1
Avg. per Client$890K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $8.0M | 0.55% |
| $8.0M - $15.0M | 0.40% |
| $15M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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