Perspective Wealth Management (PWM) offers personalized investment advice, including financial planning and portfolio management. PWM works with clients to create an Investment Policy Statement outlining their financial goals, risk tolerance, and other needs. PWM provides ongoing supervision of client accounts, monitoring and making trades as necessary. PWM may request discretionary authority to select securities and execute transactions without prior permission, but clients can direct or restrict trading.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $750K | 0.95% |
| $750K - $1000K | 0.85% |
| $1.0M - $1.5M | 0.80% |
| $1.5M+ | 0.75% |
Fees are negotiable. There is a minimum fee of $300 per quarter per client. For new clients, PWM requires a $750,000 aggregate account minimum. However, in PWM's sole discretion, PWM may waive the quarterly fee or new client account minimum and/or charge a lesser investment management fee based upon certain criteria.