KH

Kevin Francis Hauser

39 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
9 advisors
Number of Clients
581 clients
Average Client Portfolio
$489K average
Assets Under Management
$284.3M

Fee Structure

Minimum Investment:$100K
Financial Plan Fee:$500 - $5,000

AWM is compensated for advisory services on a fee basis based on the total value of assets under management. The basic fee structure ranges from approximately 1% to 2% annually, paid quarterly. Fees are negotiable depending on the scope and complexity of the client's circumstances. Financial planning fees range from $500 to $5000, determined by the complexity of the plan. AWM generally has a minimum account size of $100,000, but this can be negotiated.

Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

3480 Preston Ridge Road, Suite 500, Alpharetta, GA, 30005

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Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 1994
Settled
Customer Dispute
March 1994
Settled
Customer Dispute
September 1993
Settled
Regulatory
December 1989
Final
Other Business Activities

Kevin is an accountant setting up taxes through Kevin Hauser Money Management Consultant, Inc. This activity does not generate compensation or revenue.

Employment History
Current Registrations
American Wealth Management, INC.
August 2017 - Present · 8 yrs 5 mos
Previous Registrations
American Wealth Management, INC.
February 2003 - March 2017 · 14 yrs 1 mo
American Wealth Management, INC. Broker
October 1993 - September 2006 · 12 yrs 11 mos
Painewebber Incorporated Broker
September 1985 - September 1993 · 8 yrs
State Registrations2 states
GANC
Advisor
Exams
No exam information available for this advisor.
Kevin Francis Hauser - Financial Advisor | AdvisorDiscover