AWM Capital offers investment and financial planning services. Financial planning includes financial structure management, tax planning, estate planning, and insurance analysis. Investment management is offered on a discretionary and non-discretionary basis, using mutual funds, ETFs, equities, bonds, cash equivalents, private placements, and third-party separate account managers. AWM also advises private funds investing in alternative assets. AWM acts as a fiduciary, prioritizing client interests.
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.