Why hire a financial advisor?

The value of an advisor is three-fold.

  1. Portfolio construction – implementing a well-diversified, cost-conscious, tax-integrated portfolio designed specifically for your unique situation.
  2. Financial goals – aligning your portfolio to your long-term savings, retirement, or other financial goals.
  3. Behavioral – Tough volatile times in the market can cause stress for anyone.

What are the costs involved?

At AIW, we believe in full transparency. Our management fees are based on assets under management for everything included. No commissions, hourly fees or retainers.

When you do better, we do better.

Assets Under Management Fee
$0 – $500,000 1.00%
$500,001 – $750,000 0.75%
$750,001 – $1,000,000 0.50%
Over $1,000,000 0.30%

What is a fiduciary?

Like a doctor-patient; lawyer-client relationship, your advisor at AIW will place your best interests first.

Where is my money held?

We utilize Fidelity Investments, one of the largest global custodians. Fidelity holds your assets in trust on your behalf, always held in your name.

What does independent mean?

Being truly independent means we are not tied to any company. Organized to utilize only the best for our clients. If a mutual fund is not performing as promised, we have no sales or other incentives to stay with them. That means we are always on our toes looking for innovative solutions, products, and technology to best help our clientele.