Arons Wealth Management (AWML) offers portfolio management services tailored to individual client goals, risk tolerance, and time horizon. AWML creates an Investment Policy Statement for each client. AWML also provides financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. AWML generally limits its investment advice to mutual funds, fixed income securities, equities, ETFs and non-U.S. securities.
Assets Under Management$4.7M
Clients5
Advisors2
Avg. per Client$950K
Avg. per Advisor$2.4M
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.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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