Advisor Share Wealth Management (ASWM) offers investment management through third-party sub-advisors and financial planning services. ASWM uses a technology platform for independent advisors. ASWM can manage portfolios directly or recommend third-party investment managers. Financial planning includes a written report to help clients achieve their financial goals. ASWM's recommendations may present conflicts of interest, which are disclosed to clients.
Fee Structure
Advisor Share Wealth Management (ASWM) offers investment management services where they recommend third-party investment managers to handle your portfolio. The fees for this service range from 0.50% to 1.90% of the value of your investments each year. These fees are negotiable and depend on factors like the scope of services, the specific investment managers chosen, and the size of your portfolio. ASWM also offers a technology platform with fees based on an annual fixed fee or an asset-based fee ranging from 0.40% - 0.60%, plus a $30 platform fee per account.