PWR Financial Services provides continuous advice on investing client funds based on individual needs. They develop a personal investment policy and manage a portfolio based on that policy. PWR Financial Services also offers a Manager of Managers Program and Selection and Monitoring of Third-Party Money Managers programs, where they select and monitor other investment advisors to manage client portfolios. They manage accounts on a non-discretionary basis, meaning they need your approval before making trades.
Fee Structure
PWR Financial Services charges a percentage of your portfolio each year for investment supervisory services, management of managers, and selection of third-party managers. The fees generally range from 0.40% to 0.50%. These fees are separate from any fees charged by mutual funds or ETFs.