Stefan Astheimer is a registered investment advisor at Pmc Wealth, LLC, based in Clarence, NY, with 1 years of industry experience. Stefan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 0.80% |
| $1.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
These fees are for custom portfolio management. Model portfolio fees range from 0.40% to 0.25%. Fixed income-only portfolio fees range from 0.40% to 0.20%.
Fee Estimator
Location
4624 Goodrich Road, Clarence, NY, 14031
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Pmc Wealth, LLC
Previous Registrations
Commonwealth Financial Network
Destiny Wealth Partners, LLC
Odingard Capital Management
Pension Consultants INC
State Registrations1 state
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