Atwima Wealth Management provides ongoing investment management and financial planning services. Financial planning includes reviewing financial goals, tax planning, asset allocation, risk management, retirement planning, budgeting, and education planning. Recommendations are summarized in a written plan, but implementation is at the client's discretion.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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