Private Financial Counseling (PFC) provides wealth management services, including customized portfolios, to individuals, high-net-worth individuals and families, corporations, retirement plans, and charitable organizations. PFC designs, monitors, and evaluates client investment portfolios based on their unique financial needs and preferences. PFC may offer advice on investments held by the client and may provide information about a private pool managed by PFC investment professionals.
Assets Under Management$260M
Clients254
Advisors3
Avg. per Client$1M
Avg. per Advisor$87M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $6.0M | 1.00% |
| $6.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees may be negotiable. Schedule shown is for Equity and Balanced Portfolios. Fixed Income Portfolios have a different schedule: First $10M: 0.60%, Next $5M: 0.50%, Next $15M: 0.40%, Over $35M: 0.30%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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