Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth management fees are negotiable and can be up to 2.5% annually, billed quarterly or monthly. Clients invested in the Defined and Fairway Strategies will pay a performance fee of 20% based on capital appreciation, in addition to the annual management fee. Employer-sponsored retirement plan advisory fees can be up to 2.0% annually. Business succession planning is charged via a negotiable monthly retainer. There may be additional fees charged by third parties. AWM requires a minimum account size of $500,000, but may waive this requirement at its discretion.
Areas of Practice
Advisor Information
Office location
701 S Main, Suite #400, Logan, UT, 84321
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.
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Robert is an adjunct professor at The American College of Financial Services, teaching an online course on personal financial planning. This takes a few hours per week and is not investment-related.