Awaken Wealth Partners offers personalized investment management and financial planning services primarily for individuals, high net worth individuals, estates, and trusts. The firm builds customized investment portfolios using mutual funds, exchange-traded funds, individual stocks and bonds, municipal securities, government securities, and annuities. Portfolios are managed on a discretionary basis, meaning Awaken Wealth Partners makes day-to-day trading decisions on the client's behalf based on their specific financial goals and risk tolerance. In addition to managing portfolios, Awaken Wealth Partners provides comprehensive financial planning covering retirement, education, estate, charitable giving, cash flow, taxes, and insurance needs. The firm also offers advisory services to retirement plans such as 401(k)s. Clients may place reasonable restrictions on how their accounts are managed, and the firm requires an initial minimum investment of $500,000 for investment management accounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.78% |
| $10M+ | 0.78% |
Fees for accounts over $10,000,000 are negotiable. The rate for the highest tier achieved applies to all managed assets.