PYA Waltman Capital manages investment portfolios and provides comprehensive financial planning services for individuals, families, and retirement plan sponsors. The firm uses a tactical investment approach, adjusting asset allocations based on market conditions, and manages portfolios on both a discretionary and non-discretionary basis. Services cover retirement planning, tax strategies, estate planning, education funding, and insurance analysis. PYA Waltman Capital specializes in working with clients seeking personalized wealth management and retirement consulting.
Assets Under Management$1B
Clients424
Advisors10
Avg. per Client$2.4M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M+ | 0.80% |
Fees are negotiable. The firm may also charge performance-based fees for qualified clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...