Private Wealth Management provides investment consulting services, including asset allocation, portfolio diversification, and risk management. They also offer a range of personal financial planning services, such as retirement planning, tax planning, estate planning, insurance planning, divorce planning, and college planning. PWM collects client data through interviews and questionnaires and may provide a written summary of recommendations.
Assets Under Management$770M
Clients125
Advisors2
Avg. per Client$6.1M
Avg. per Advisor$380M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$6,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $5.0M | 0.45% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $15.0M | 0.35% |
| $15.0M - $20.0M | 0.25% |
| $20.0M - $30.0M | 0.15% |
| $30.0M - $50.0M | 0.10% |
| $50.0M - $75.0M | 0.07% |
| $75.0M - $100.0M | 0.05% |
| $100M+ | 0.03% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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