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Fee Schedule

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AAFMAA Wealth Management & Trust (AWMT) is the premier provider of specialized military wealth management services, including financial planning, investment management, and trust services.

We are committed to providing our clients with innovative solutions that are both competitively priced and fully customizable to meet the needs of the military families we serve.

Investment Management Services

Investment management services are billed on a percentage of assets basis, currently:

  • 1.00% per annum on the first $500,000
  • 0.80% per annum on the next $500,001 to $2,500,000
  • 0.60% per annum on the next $2,500,001 to $5,000,000
  • 0.40% per annum on the next $5,000,001 to $7,500,000
  • 0.20% per annum on the next $7,500,001 to $10,000,000
  • Fees negotiated on accounts above $10,000,000
  • Fees on a fixed income account are limited to 0.60% per annum on the first $5,000,000

New clients are subject to the $250,000 relationship minimum set by AWM&T.

AWM&T attempts to cover all commissions and transaction costs. However, a minimal SEC and FINRA fee must be passed to the client, as required by law. The client also pays accrued interest on bonds.

Trust Administration

  • 0.20% per annum in addition to Investment Management Fees

Financial Plan

  • $3,500 per comprehensive Financial Plan

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