Advize Wealth Management (AWM) offers wealth management, which includes investment management and financial planning. AWM provides continuous investment advice based on individual client needs, creating investment plans with asset allocation targets and managing portfolios accordingly. AWM also offers comprehensive financial planning covering various areas like cash flow, college savings, retirement, insurance, and estate planning. For clients with managed balances under $500,000, AWM may charge an upfront financial planning fee.
Fee Structure
AWM offers investment management services where fees are based on a percentage of the value of your portfolio. The maximum annual fee is 1.5%. For clients with managed balances under $500,000, AWM may charge an upfront financial planning fee between $500 and $20,000.
For existing clients, AWM charges 1.2% annually for accounts under $250k, 1.0% for accounts between $250k and $1M, and 0.9% for accounts between $1M and $2M. The maximum fee is $18,000. These fees may be negotiable.