Charles Toole is a CFP-designated registered investment advisor at Awm Capital, LLC, based in Atlanta, GA, with 3 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 436 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AWM Capital charges an annual fee based on a percentage of the assets they manage, up to 2.00% annually, with a $20,000 minimum annual fee. Fees are negotiable and may be a fixed fee instead of a percentage. Fees are billed quarterly in advance. Asset management fees charged by separate account managers are not included in AWM's advisory fee.
Location
3565 Piedmont Road Bldg 3, Ste 105, Atlanta, GA, 30305
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Awm Capital, LLC
Previous Registrations
Creative Planning
State Registrations2 states
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