Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.30% |
Fees are generally negotiable. Minimum annual fees may be assessed on a case-by-case basis, potentially exceeding the standard fee schedule.
Fee Estimator
AWM charges an annual fee based on assets under management, as shown in the table. These fees are generally negotiable. Alternative fee arrangements, such as fixed fees, may be agreed upon. Clients are responsible for third-party fees such as custodian and brokerage fees. Minimum annual fees may be assessed on a case-by-case basis, potentially exceeding the standard fee schedule.
Areas of Practice
Advisor Information
Office location
6903 Rockledge Drive, Ste. 530, Bethesda, MD, 20817
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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