PPS&V Asset Management Consultants provides investment advice to individuals, high net worth individuals, pension and profit-sharing plans, charitable organizations, corporations, and other businesses. PPS&V works with clients to identify their investment goals and risk tolerance to create a diversified portfolio allocation. PPS&V constructs portfolios consisting of exchange-traded funds, mutual funds, individual stocks, real estate investment trusts, certificates of deposit, United States Treasuries, and money market instruments.
Fee Structure
PPS&V charges a percentage of the value of your portfolio each quarter. The annual fee generally ranges from 0.50% to 1.0% of the total value of your investments. Fees can be negotiated on a client-by-client basis, taking into account factors such as the complexity of the client, the amount of assets to be managed, and the portfolio style.