Personal Wealth Management Advisors offers investment management and advice to clients based on their individual needs and goals. They manage investment portfolios and provide regular investment reviews. The firm uses a top-down investment philosophy, considering economic factors and global considerations. They primarily use a long-term holding strategy, but may use leveraged Exchange Traded Funds (ETFs) at times.
Assets Under Management$40M
Clients44
Advisors1
Avg. per Client$910K
Avg. per Advisor$40M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.25% |
| $15M+ | 0.25% |
Fees are a blended percentage of assets managed. Personal Wealth Management Advisors reserves the right to negotiate a customized fee schedule with each client.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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