Advantage Wealth Advisors
Assets Under Management
$136.4M
Number of Clients
215
Number of Advisors
N/A
Average Client AUM
$635K
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Advantage Wealth Advisors provides portfolio management based on client goals and risk tolerance, creating an Investment Policy Statement for each client. Financial planning covers investment, insurance, tax, retirement, college, and debt/credit planning. They primarily advise on mutual funds, fixed income, REITs, insurance products, equities, and ETFs.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
AWA charges an annual fee based on assets under management, using an average daily balance. These fees are negotiable. Financial planning fees are fixed, ranging from $250 to $10,000 per year depending on the services. Hourly fees range from $250 to $500 per hour, based on planner experience and credentials. Clients are responsible for third-party fees like custodian and brokerage fees.
Areas of Practice
Location
3189 Danville Blvd. Suite 280, Alamo, CA, 94507