Personal Financial Management, Inc. (PFMI) manages investment portfolios based on clients' individual needs and goals. They offer both discretionary and non-discretionary account management. PFMI also provides consulting services, including advice on asset allocation for self-directed retirement plans. Recommendations include equity securities, ETFs, and mutual funds. PFMI does not participate in wrap fee programs.
Assets Under Management$30M
Clients118
Advisors1
Avg. per Client$250K
Avg. per Advisor$30M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $75K | 1.50% |
| $75K - $200K | 1.25% |
| $200K - $500K | 1.00% |
| $500K+ | 0.80% |
For accounts with less than $50,000, clients may choose between an hourly fee at the rate of $175.00 per hour or a fixed annual fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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