Steven Irons is a registered investment advisor at Pw Capital Management, LLC, based in Blue Bell, PA, with 10 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $50.0M | 0.30% |
| $50M+ | 0.25% |
Advisory Fee may be negotiated or waived under certain circumstances.
Fee Estimator
Location
535 Skippack Pike, Blue Bell, PA, 19422
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Pw Capital Management, LLC
State Registrations1 state
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