| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees may be negotiable at the sole discretion of AWM.
155 Dow Street, Suite 301, Manchester, NH, 03101
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Michael is a licensed insurance agent affiliated with Arcadia Financial Group LLC, dedicating nearly full-time hours to selling insurance products. He also manages Arcadia Strategic Benefits, which manages the captive insurance program for Arcadia Financial Group, spending minimal time outside of trading hours on this activity.