AM Wealth Solutions provides investment planning, portfolio construction, and portfolio management services. The firm works with individuals, high-net-worth individuals, and nonprofit institutions to develop strategic plans that align with their financial goals. AM Wealth Solutions primarily manages client assets on a discretionary basis, meaning they have the authority to make investment decisions without requiring client approval for each transaction.
Assets Under Management$3M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$3M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees might vary in certain cases, such as for related accounts or broader client relationships. For non-discretionary portfolio management, the firm charges a flat 0.5% annual fee on assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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