JB

Jerome August Borzello

51 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
9 advisors
Number of Clients
581 clients
Average Client Portfolio
$489K average
Assets Under Management
$284.3M

Fee Structure

Minimum Investment:$100K
Financial Plan Fee:$500 - $5,000

AWM is compensated for advisory services on a fee basis based on the total value of assets under management. The basic fee structure ranges from approximately 1% to 2% annually, paid quarterly. Fees are negotiable depending on the scope and complexity of the client's circumstances. Financial planning fees range from $500 to $5000, determined by the complexity of the plan. AWM generally has a minimum account size of $100,000, but this can be negotiated.

Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

3480 Preston Ridge Road, Suite 500, Alpharetta, GA, 30005

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Regulatory History (1)
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Regulatory
November 2006
Final
Employment History
Current Registrations
American Wealth Management, INC.
January 2003 - Present · 23 yrs
Previous Registrations
American Wealth Management, INC. Broker
February 1990 - November 2024 · 34 yrs 9 mos
Alex. Brown & Sons IncorporatedBroker
June 1987 - February 1990 · 2 yrs 8 mos
Oppenheimer & Co., INC.Broker
September 1984 - July 1987 · 2 yrs 10 mos
A.G. Becker Paribas IncorporatedBroker
February 1982 - September 1984 · 2 yrs 7 mos
Lehman Brothers Kuhn Loeb IncorporatedBroker
February 1978 - March 1982 · 4 yrs 1 mo
Lehman Brothers IncorporatedBroker
April 1977 - February 1978 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
November 1974 - April 1977 · 2 yrs 5 mos
State Registrations3 states
FLGATX
Advisor
Exams
No exam information available for this advisor.