SR

Stephen Mautner Rowley

46 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

Nashville, TN

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Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Stephen owns 20% of Bigshots, a sports photo company, but receives no compensation or revenues currently. He also sells fixed annuities, dedicating minimal time to this activity, and may sell life and long-term care insurance.

Employment History
Current Registrations
American Wealth Management, INC.
September 2009 - Present · 16 yrs 4 mos
Previous Registrations
American Wealth Management, INC. Broker
August 2009 - November 2024 · 15 yrs 3 mos
Ameriprise Advisor Services, INC.
July 2007 - September 2009 · 2 yrs 2 mos
Ameriprise Advisor Services, INC.Broker
June 2005 - September 2009 · 4 yrs 3 mos
Mcdonald Investments INC.Broker
October 1999 - June 2005 · 5 yrs 8 mos
J.C. Bradford & CO.Broker
October 1994 - November 1999 · 5 yrs 1 mo
The Robinson-Humphrey Company INC.Broker
June 1979 - November 1994 · 15 yrs 5 mos
State Registrations2 states
GANC
Advisor
Exams
No exam information available for this advisor.
Stephen Mautner Rowley - Financial Advisor | AdvisorDiscover