Awm Financial Services INC.
Assets Under Management
$233.7M
Number of Clients
1,345
Number of Advisors
6
Average Client AUM
$174K
AUM per Advisor
$39.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
AWM Financial Services Inc. offers portfolio management, investment analysis, and financial planning for individuals and high-net-worth individuals, pension consulting, and selection of third-party investment advisors. They use quantitative, fundamental, technical, and economic analysis to determine investments.
Fee Structure
AWM charges a percentage of assets under management, hourly charges ($1,000/hour, negotiable), or other fees for its advisory services. Portfolio management fees are a maximum of 2.0%, depending on assets, plan complexity, and advisory services. An annual administrative and technology fee of $50 is charged to all accounts. AWM requires a minimum of $500,000 to open and maintain an advisory account, but this may be waived.
Areas of Practice
Location
9595 Six Pines Drive, Building 4 Suite 4230, The Woodlands, TX, 77380