Aviator's Wealth Management (AWM) provides investment advice and financial planning to individuals and institutions, focusing on the aviation industry. AWM offers services like reviewing investment goals, recommending asset allocation, and creating investment strategies. AWM also provides financial planning consulting services, including risk assessment, estate planning, and financial decision-making. AWM can manage investments with or without the client's prior approval for each trade.
Assets Under Management$0
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 3.50% |
| $250K - $1.0M | 2.50% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees are based on the market value of assets under management and the level of complexity of the services provided.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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