Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The firm charges a percentage of assets under management, with a maximum of 1.5%. For clients with managed balances under $500,000, AWM may charge an upfront financial planning fee between $500 and $20,000. Comprehensive financial planning services are offered for a fixed annual fee, which varies based on complexity and client needs. For existing grandfathered clients, there is a minimum annual fee of $1,200 for individuals and $1,800 for couples. Altruist LLC’s Model Marketplace fees range between 0.00% and 1.00%.
Areas of Practice
Advisor Information
Office location
429 S. Main Street, Rochester, MI, 48307
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 ActivitiesSells Insurance
Colin is licensed to sell life and health insurance and may engage in product sales with clients, for which he will receive additional compensation. Commissions received through insurance sales do not offset advisory fees.