Aquila Wealth Advisors (AWA) manages investment portfolios based on clients' individual needs and goals. AWA also offers financial planning services covering retirement, business, risk management, college savings, cash flow, debt management, work benefits, and estate planning. AWA can also refer clients to third-party investment managers.
Assets Under Management$21M
Clients36
Advisors1
Avg. per Client$570K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.05% |
| $1M+ | 0.90% |
Fees are negotiable, but will not exceed 3% annually. Total management fees charged by the Advisor and outside manager will not exceed 3% of assets under management per year.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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