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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $7.0M | 0.75% |
| $7.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees may vary based on account size, complexity of the portfolio, extent of activity in the account or other reasons agreed upon by us and you as the client. In certain circumstances, our fees and the timing of the fee payments may be negotiated.
Fee Estimator
AWM charges an annual fee based on assets under management, billed quarterly in advance. The maximum advisory fee is 1.25%, but fees may be negotiable based on account size, portfolio complexity, or other factors. The custodian will debit fees directly from client accounts. AWM may use sub-advisors and pay them a portion of the advisory fee. There is no minimum dollar amount to open and maintain an advisory account.
Areas of Practice
Advisor Information
Office location
4200 S. Hulen St., Suite 422, Fort Worth, TX, 76109
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
Nathan is on the board of trustees as Treasurer at Virginia Tech Alumni Association and on the board of trustees for The Women's Center of Tarrant County, spending minimal time on each. He also has a 15% ownership stake and is a managing member of Aspen Wealth Management, LLC, dedicating a few hours per week.