Papamarkou Wellner Asset Management (PWAMI) offers consulting services on asset allocation and discretionary investment management to high-net-worth individuals, family offices, endowments, and foundations. PWAMI also manages private funds. PWAMI provides advice on diversifying investments across asset classes based on individual client objectives. For discretionary management, PWAMI directly manages client accounts based on agreed-upon investment objectives.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
The above fee schedule applies to Growth, Growth and Income, and Dynamic Income Strategies. Fees are negotiable above $10,000,000. Natural Resource Tactical Opportunities Strategy: 1.00% plus 20% of net profits. Scalar Gauge Concentrated Software Equity Strategy: 0.50% plus 20% over a 6% hurdle.