Personal Financial Management provides financial planning and investment advice to high-net-worth individuals. Planning covers investments, income tax, business, retirement, insurance, and estate. PFM creates a database for each client, provides written plans, and offers ongoing financial counseling. Fees are charged for both financial planning and investment management.
Assets Under Management$510M
Clients101
AdvisorsN/A
Avg. per Client$5M
Avg. per AdvisorN/A
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Asset management fees are negotiable in the range of 0.10% to 1.00%, depending on account size.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.