Wealth management and Customized Portfolio Platform fees range from 0.15% to 2.00% annually, based on assets under management and the complexity of services. Sleeve manager strategy service fees range from 0.08% to 1.25% annually. Financial planning and consulting services are offered on an hourly basis ($100 to $500 per hour) or for a fixed fee, which is negotiable. Corporate retirement plan advisory fees are charged up to 2.00% annually. AWM also assesses an annual account fee, as stated in the client's investment advisory agreement. Clients may also incur servicing and reporting fees for certain assets held outside of advisory accounts.
6005 Hidden Valley Road, Suite 290, Carlsbad, CA, 92011
Get directionsEric operates E & E Financial, LLC as a DBA for his investment advisory business. He also provides consulting services through Monahan & Roth, LLC, dedicating a significant amount of time to due diligence, research, client services, and supporting senior management. Additionally, Eric sells insurance through CPS Insurance, dedicating minimal time to this activity, and serves as President of the Board for Harriet Tubman Village Charter School, spending a few hours per week on board meetings.