Asset Management
Think of It Like a Personal Coach for Your Investments
If you’ve ever had an employer-sponsored retirement plan like a 401(k) or 403(b), you're already familiar with the basics of investing. But if you think asset management is only for the wealthy, or that you don’t have “assets” worth managing, it’s time to rethink that. At AWM, we believe asset management is for anyone who wants to make their money work harder, no matter where they are on their financial journey. Whether it's saving for retirement, buying a home, or planning your financial future, AWM Asset Management is all about managing the money you already have to help you work toward your goals.
Let’s break it down in a way that makes sense for you—so you can feel confident about your investments and your financial future.
Here’s how we approach your asset management:
AWM Asset Management is like hiring a personal coach for your investments. Rather than choosing from generic options, we work with you to align your investments with your financial plan. We understand that everyone’s goals and financial situations are unique, so we customize your investment strategy based on your specific needs, risk tolerance, and timeline.
Here’s what our asset management looks like:
- Professional Guidance: Managing investments on your own can be time-consuming and risky. It’s like asking your uncle who “kind of knows cars” to fix your car instead of going to a professional mechanic. At AWM, we handle the complexities of your investments, with an objective to save you time and stress while aiming to ensure your money works efficiently for your goals.
- Custom Strategy: We create a strategy that’s personalized to you—whether you’re saving for retirement, buying a house, or building wealth. Your plan is designed based on your specific needs, not just your age or general life stage. At AWM, we make sure your investment plan is as personal as your favorite Steelers jersey.
- Ongoing Management: Just like a coach continuously adjusts the game plan during a game, we monitor and adjust your investments as markets change or your personal circumstances shift. Your plan evolves with you, keeping you on track toward your goals.
FEES
At AWM, we like to keep things simple and fair. Our wealth management fees are a percentage based on the amount of assets we manage for you (1-1.8%). So, the more we help your money grow, the more we grow together—like a partnership where we both win! It’s a win-win situation that strives to ensure we’re all on the same team, working toward your financial freedom.
And here’s the best part: As a fiduciary, we’re legally bound to always put your interests first. That means we’re like the ultimate financial BFF—offering advice and strategies that are all about helping you pursue your goals. No hidden agendas, no funny business. Just straight-up, transparent guidance to make sure you’re in the driver’s seat of your financial future.
Whether you’re starting small or managing a more complex portfolio, we’re here to help, no matter how big or small the task. And if you have any questions along the way? We’re always here—no need to call your cousin Fred for “financial advice,” we’ve got it covered!
Think You’re Not Paying Fees For Asset Management Now?
You Probably Are!
You might already be paying for asset management through your employer’s retirement plan. The company managing your 401(k) or 403(b) typically charges a fee to handle your investments.
The catch? Your employer usually picks the company, and you don’t have much say in the fees or guidance.
The game changer: There are available options, you get to choose who manages your investments. Like picking your fantasy football lineup, you can decide what fees you pay, who handles your money, and how it’s managed.
At AWM, we believe a financial plan is just the first step. Our asset management service takes your plan to the next level, making sure your investments are working hard toward your goals. With AWM by your side, you’ll have a dedicated coach helping you pursue financial freedom.
Ready to take control of your financial future (without the stress)?
Let’s chat! We’ll help you make smarter money moves while keeping things simple. Reach out to schedule a quick free chat today!