American Wealth Management, INC.
Assets Under Management
$284.3M
Number of Clients
581
Number of Advisors
9
Average Client AUM
$489K
AUM per Advisor
$31.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
AWM offers asset management, portfolio analysis, asset allocation, and financial planning services. They strive to achieve individual investment objectives through tactical and strategic strategies. AWM participates in wrap fee programs and manages accounts through Independent Advisory Accounts. Fees are negotiable.
Fee Structure
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
Location
3480 Preston Ridge Road, Suite 500, Alpharetta, GA, 30005