About AWM CAPITAL, LLC
AWM CAPITAL, LLC is an independent financial advisory firm that provides personalized and comprehensive financial planning services to a diverse range of clients. Their team of experienced professionals are dedicated to helping individuals and families achieve their financial goals through strategic planning and investment management.
How does the advisor help clients – Key Takeaways:
- Offers personalized and comprehensive financial planning services
- Focuses on helping clients achieve their financial goals
- Team of experienced professionals dedicated to providing high-quality service
Facts and Insights
As of 2020, AWM CAPITAL, LLC has over $500 million in assets under management and a team of 12 experienced advisors. The firm has been in business for over 15 years, with a commitment to providing tailored financial solutions to their clients.
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 12 | 15+ |
Financial Services Offered
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
- Education planning
- Portfolio analysis and rebalancing
Client Types
AWM CAPITAL, LLC serves a diverse client base, including high-net-worth individuals, families, and business owners. Their clients come from a variety of industries and backgrounds, but all share a common goal of achieving financial success and security.
Fees & Compensation
AWM CAPITAL, LLC operates on a fee-only basis, meaning they do not earn commissions or sell financial products to clients. This ensures that their recommendations are unbiased and in the best interest of their clients. Fees are based on a percentage of assets under management and are determined through a transparent and collaborative process.
Background
The team at AWM CAPITAL, LLC is highly educated and experienced in the financial industry. Many of their advisors hold advanced degrees and certifications, such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). This expertise allows them to provide valuable insights, strategies, and solutions to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, AWM CAPITAL, LLC is held to a fiduciary standard, meaning they are legally obligated to act in their clients’ best interest at all times. They have no conflicts of interest or hidden fees, and they fully disclose any potential conflicts of interest to their clients.