Wealth management
To Help Secure Your Future
Awaken Wealth Partners offers several Discretionary Asset Management options. The three primary management solutions include wealth portfolios, asset allocation portfolios and single purpose investment options. Our philosophy is to provide investment solutions that fit your specific need. Our wealth management solution fee structure is below and billing is determined by household investment amounts.
Minimum Investment $250,000 for Wealth Portfolios
| Amount | Annual Rate |
|---|---|
| $250,000 - $1,000,000 | 1.2% |
| 1,000,000 - $2,000,000 | .975% |
| 2,000,000 - $3,000,000 | .875% |
| 3,000,000 - $5,000,000 | .775% |
| 5,000,000 - $10,000,000 | .75% |
| $10,000,000+ | .7% |
*Other investment options and fee structures are available upon request.
Comparing Your Options
Corresponding fees may vary by offering institution.
