Advisor at AMWH Asset Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
AMWH Asset Management LLC
Location
Blue H Ill, ME
Credentials
Series 63, Series 65
Industry experience
24 years
Andrew Norris is a financial advisor at AMWH Asset Management LLC with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Lazard Asset Management and Hollow Brook Wealth Management, where he also serves as a board member. Outside of advisory work, he is a joint owner of a real estate development business. AMWH Asset Management provides portfolio management and advisory services to individual investors, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm employs a mixed analytical approach, including fundamental, technical, and charting analysis, and offers tailored investment programs that may be managed on a discretionary basis.
Based on AMWH Asset Management LLC
Based on AMWH Asset Management LLC
Up to $1,000,000 annual fixed fee for sub-advisory services billed monthly
1.50% annually
20% of outperformance above agreed benchmark up to $250,000 annually, paid annually, only for qualified clients
Account minimum: $1,000,000
Blue H Ill, ME
Maine · New York · Texas
AMWH Asset Management LLC
2024 - Present (2 years)
Hollow Brook Wealth Management
2020 - Present (6 years)
Lazard Asset Management
2003 - 2020 (17 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
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