Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
3480 Preston Ridge Road, Suite 500, Alpharetta, GA, 30005
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
Kurt is a commissioner for the Peninsula Metropolitan Park District since 2019, dedicating a few hours per week to govern and oversee its operation. He also serves as a commissioner for the Tacoma Narrows Airport Advisory Commission since 2019, spending minimal time attending quarterly meetings and making recommendations.