Alongside Wealth Advisors offers personalized financial planning and investment management. Financial planning covers business planning, cash flow, college savings, employee benefits, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax strategies. Investment management is primarily discretionary, using stocks, bonds, mutual funds, ETFs, and alternative investments. AWA may use sub-advisers to manage portions of client accounts.
Assets Under Management$64M
Clients59
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$32M
www.linkedin.com/in/andrew-clement-cfp%c2%ae-cp... ·www.linkedin.com/in/chris-awax ·www.alongsidewealthadvisors.com
Fee Structure
Minimum Investment:$25K
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 | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Portfolio management fees are negotiable. Sub-advisers may charge an additional fee, but the total combined annual advisory fee paid to Alongside Wealth Advisors and paid to a sub-adviser will not exceed 2.0% of assets under management.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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