Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The firm charges a percentage of assets under management, with a maximum of 1.5%. For clients with managed balances under $500,000, AWM may charge an upfront financial planning fee between $500 and $20,000. Comprehensive financial planning services are offered for a fixed annual fee, which varies based on complexity and client needs. For existing grandfathered clients, there is a minimum annual fee of $1,200 for individuals and $1,800 for couples. Altruist LLC’s Model Marketplace fees range between 0.00% and 1.00%.
Areas of Practice
Advisor Information
Office location
4120 E. Beltline Ave., Suite 100, Grand Rapids, MI, 49525
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Scott owns rental property in Belding, MI, acquired in 2023, and spends minimal time on it. He is also an advisor at Blue Water Asset Management and a mergers & acquisition advisor at Calder Capital, LLC, spending about half his time on the latter.