Prestige Wealth Management Group manages investment portfolios and provides financial planning for individuals, families, businesses, and trusts. Prestige Wealth Management Group offers both wrap fee programs (where a single bundled fee covers investment management, trading, and custody) and non-wrap fee services. Portfolios typically invest in a mix of stocks, bonds, mutual funds, exchange-traded funds, and independent managers. In addition to portfolio management, Prestige Wealth Management Group offers standalone financial planning covering retirement, estate, and insurance planning. The firm specializes in working with high-net-worth individuals, business owners, and corporate executives.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.95% |
Annual investment management fees generally range from 0.45% to 1.95% depending on asset value and type. Fees are negotiable.