Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AWM offers investment advisory services in a wrap fee structure, which includes certain costs like securities transaction fees. Investment advisory fees range up to 2.00% annually, based on the complexity of services, assets managed, and the overall relationship. Fees are negotiable at the advisor's discretion. The client's fees will consider aggregate assets under management with the advisor.
Areas of Practice
Advisor Information
Office location
2961 Centerville Road, Suite 150, Wilmington, DE, 19808
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
James is a financial planner with Wheeler Financial LLC, dedicating full-time hours to this role. He also serves as a board member for the Catholic Youth Sports Board and owns Big League Haircuts, spending about 10-20% of his time on bookkeeping and operations.