Abundant Wealth Management (AWMLLC) offers portfolio management tailored to individual client goals and risk tolerance. They create investment plans and monitor portfolios regularly. AWMLLC also provides standalone financial planning services covering investments, insurance, taxes, retirement, college, and debt. A bi-weekly newsletter is included with other services.
Assets Under Management$230M
Clients248
Advisors3
Avg. per Client$940K
Avg. per Advisor$78M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $6.0M | 0.70% |
| $6.0M - $8.0M | 0.60% |
| $8M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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