Assets Under Management
N/A
Number of Clients
15
Number of Advisors
3
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
Personal Wealth Advisory, LLC (PWA) offers personalized financial planning and consulting services, including financial, estate, tax, retirement, business, charitable giving, and college planning. Services are offered on a one-time or ongoing basis. PWA does not manage client assets but may recommend implementation through Geneos Wealth Management, Inc.
Fees for the Personal Wealth Advisory Process range from $1,500 to $6,000. Financial Planning and Consultation Services are billed at an hourly rate ranging from $150 to $400 per hour. Educator Retirement Planning fees range from $2,000 to $4,000.
630 Delp Road, Suite 100, Lancaster, PA, 17601