Overview

Headquarters
Johns Creek, GA
Total Firm Assets
$120 million
Average High-Net-Worth Client Portfolio Size
$2.3 million

Fee Disclosure

Source: AMERICAN WEALTH ADVISORS DISCLOSURE BROCHURE UPDATED MARCH 2025 (2026-07-23) · View brochure text

MinMaxDisclosed Annual Rate
$0 $100,000 1.50%
$100,001 $1,000,000 1.25%
$1,000,001 $3,000,000 1.10%
$3,000,001 and above 1.00%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $12,750 1.28%
$5 million $54,750 1.10%
$10 million $104,750 1.05%
$50 million $504,750 1.01%
$100 million $1,004,750 1.00%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
84.92%
Number of High-Net-Worth Clients
44
Total Client Accounts
321
Discretionary Accounts
321

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number
145791
  • AMERICAN WEALTH ADVISORS DISCLOSURE BROCHURE UPDATED MARCH 2025 (2026-07-23) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions