Award Financial Group offers discretionary investment management and comprehensive financial planning services for individuals, families, and business owners. The firm creates personalized investment strategies based on each client's goals, time horizon, and risk tolerance, and can also utilize third-party platform Orion Portfolio Solutions for account management. In addition to portfolio management, Award Financial Group provides detailed financial planning covering retirement strategies, cash flow analysis, tax reduction, estate preservation, and risk management. Clients can also receive help with specific topics through hourly consulting sessions. The firm's principal, Brent Ward, is also licensed to sell insurance products, which creates a potential conflict of interest that is managed through required disclosures and a legal obligation to act in the client's best interest.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee of 1.00% is negotiable. Fees are billed monthly in arrears. Clients using Orion Portfolio Solutions may incur additional third-party fees up to 2%.