Audible Wealth Management (AWM) offers financial planning and investment management services. Financial planning covers areas like investment, insurance, tax, retirement, and college planning. AWM also manages investment portfolios on a discretionary or non-discretionary basis, tailoring strategies to individual client goals and risk tolerance. AWM uses various analysis methods, including charting, cyclical, fundamental, and quantitative analysis. AWM also offers educational seminars and bill pay services.
Assets Under Management$39M
Clients269
Advisors4
Avg. per Client$150K
Avg. per Advisor$9.8M
Fee Structure
Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.50% |
| $500K - $800K | 1.25% |
| $800K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
All portfolio management services are provided through a Wrap-Fee program. These fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...