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.
Nashville, TN
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Learn about disclosures →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.