Frequently Asked Questions
What services does AWM Global Advisors provide?
We provide comprehensive wealth management including investment management, holistic financial planning, retirement income planning, tax planning, estate planning coordination, insurance analysis, business owner services, and international financial planning for US expats and foreign nationals.
How are your fees structured?
AWM Global Advisors is a fee-only firm. We charge based on assets under management (AUM) and/or flat planning fees — never commissions. This eliminates conflicts of interest and aligns our incentives directly with yours. All fees are disclosed in our Form ADV Part 2A.
What is your minimum investment?
We typically work with clients who have investable assets of $500,000 or more, though we evaluate each situation individually. We also offer standalone financial planning engagements for clients at earlier stages of wealth accumulation. Contact us to discuss your specific situation.
Are you a fiduciary?
Yes. As a Registered Investment Adviser, AWM Global Advisors is legally bound by the fiduciary standard at all times — meaning we must act in our clients' best interests, disclose all conflicts of interest, and provide full transparency in our fees and compensation. We are never paid commissions or referral fees from third parties.
Do you work with international clients?
Yes. We specialize in cross-border financial planning for US citizens living abroad, foreign nationals residing in the US, and international business owners. Our advisers have deep expertise in FBAR reporting, FATCA compliance, foreign tax credits, international portfolio management, and cross-border estate planning.
Where are you located, and do you work with clients remotely?
Our office is at Symphony Towers, 750 B Street, Suite 2850, San Diego, CA 92101. We serve clients throughout the United States and internationally. Most of our ongoing client meetings are conducted via video conference, making it easy to work with us regardless of location.
How do I get started?
The first step is a complimentary consultation with no obligation. Call us at (619) 225-7600, email info@awmga.com, or use the contact form on our website to schedule a time that works for you.