Autonomous Wealth Management (AWM) provides investment advice and manages portfolios through its digital platform. AWM's service uses computer-based systems, including artificial intelligence, to build and manage portfolios based on your investment profile. Clients can modify allocations and customize their portfolios. AWM offers an optional direct indexing service called Autonomous Index, which invests in individual stocks and ETFs. Apex Clearing Corporation custodies client accounts.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | Included |
The annual Direct Indexing Fee is generally 0.10% to 0.75% depending on the strategy or investment features selected by the Client. Clients who do not elect the Autonomous Index service receive advisory services at no charge.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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