AMWH Asset Management offers ongoing asset management services to clients by determining their individual investment goals, time horizons, objectives, and risk tolerance. Investment strategies, investment selection, asset allocation, portfolio monitoring and the overall investment program will be based on the above factors. AMWH may also act as a sub-advisor to other third-party investment advisors.
Assets Under Management$1M
Clients7
Advisors2
Avg. per Client$140K
Avg. per Advisor$500K
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may be reduced at AMWH's discretion based on various factors.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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