PBMares Wealth Management operates as a promoter and solicitor, connecting prospective clients with an unaffiliated third-party asset manager for investment management and financial planning services. PBMares Wealth Management does not manage client portfolios directly, provide traditional investment advice, or offer ongoing account monitoring after the initial referral is made. Instead, clients sign a separate agreement directly with the third-party asset manager. PBMares Wealth Management is compensated through referral fees paid by the third-party manager, which typically equals a percentage of the management fees collected from the client without increasing the client's total advisory costs. The firm focuses on serving individuals and high-net-worth clients seeking professional portfolio management through external specialists.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.