Fees for asset management are based on a percentage of assets under management, billed monthly in arrears. The highest fee is 1.6%. Fees are negotiable based on client factors. Financial planning fees range from $250 to $2,500, paid in advance. In certain circumstances, clients will not be billed for financial planning. Teamwork also directs clients to third-party money managers, receiving a portion of their fees. For AEWM, the total fee ranges from 0.68% to 1.18%.
201 W Hillside Rd, Suite 19, Laredo, TX, 78041
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