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.
118 E. 9th St., Casper, WY, 82601
Get directionsJohn sells life insurance, long-term care, and variable annuities, but this represents less than 1% of his business.