GB

Gavin Matthew Borzello

26 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
Loading...

Advisor Information

Office location

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

Get directions
Regulatory History
Clean regulatory record

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 ActivitiesSells Insurance

Gavin works part-time as an insurance agent, dedicating minimal time to this activity.

Employment History
Current Registrations
American Wealth Management, INC.
January 2008 - Present · 18 yrs
Previous Registrations
American Wealth Management, INC. Broker
July 1999 - November 2024 · 25 yrs 4 mos
State Registrations5 states
AZFLGANCWA
Advisor
Exams
No exam information available for this advisor.