Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth management fees are negotiable and can be up to 2.5% annually, billed quarterly or monthly. Clients invested in the Defined and Fairway Strategies will pay a performance fee of 20% based on capital appreciation, in addition to the annual management fee. Employer-sponsored retirement plan advisory fees can be up to 2.0% annually. Business succession planning is charged via a negotiable monthly retainer. There may be additional fees charged by third parties. AWM requires a minimum account size of $500,000, but may waive this requirement at its discretion.
Areas of Practice
Advisor Information
Office location
8515 East Orchard Rd 4T2, Greenwood Village, CO, 80111
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
Charles works at Target Corp stocking food shelves, dedicating about 10% of his time. This activity occurs outside of business hours.