AWM Financial Services provides investment management and financial planning services to individuals and high-net-worth individuals. AWM uses quantitative, fundamental, technical, and economic analysis to determine investments. AWM requires a signed financial service agreement outlining services and fees. AWM does not take custody of client assets but places trades through a qualified custodian.
Fee Structure
AWM Financial Services charges a maximum of 2.0% annually for investment management services, based on the amount of assets managed, the complexity of the financial plan, and the advisory services needed. Related accounts can be combined to meet fee breakpoints. AWM also charges an annual administrative and technology fee of $50 on all accounts, which may be waived. Fees are deducted monthly by the custodian.