Amplio Wealth provides investment management based on individual client goals and risk tolerance. AWL creates an Investment Policy Statement for each client. AWL also offers financial planning services, including investment planning, tax concerns, retirement planning and college planning. AWL may recommend third-party investment advisors.
Assets Under Management$22M
Clients7
Advisors1
Avg. per Client$3.2M
Avg. per Advisor$22M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable on a case by case basis.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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