Archway Wealth Management (AWM) provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. AWM manages investment portfolios using mutual funds, exchange-traded funds (ETFs), and independent investment managers. AWM tailors its services to each client's needs and objectives, assessing their risk tolerance, time horizon, and liquidity constraints.
Fee Structure
Archway Wealth Management (AWM) charges an annual fee based on the value of your investments. This fee ranges from 0.25% to 2.00% per year, depending on the size and composition of your portfolio, the services provided, and who is providing the services. The fee is calculated quarterly, in advance, based on the market value of your investments on the last day of the previous quarter.