PMB Advisors provides investment management services including financial goal setting, risk assessment, and asset allocation. They also offer financial planning and consultation services on an hourly or fixed fee basis, covering areas like retirement planning, education funding, and estate plan review. PMB Advisors acts as a fiduciary, meaning they are legally required to act in your best interest.
Assets Under Management$120M
Clients120
Advisors1
Avg. per Client$980K
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.75% |
The client’s fee is determined in accordance with the above fee structure, with exceptions negotiated on a case-by-case basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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