Private Wealth Management (PWM) offers investment advisory services to individuals and other clients. PWM provides portfolio management, creating tailored portfolios of stocks, bonds, ETFs, and mutual funds. PWM also offers financial consulting services, including investment, retirement, estate, tax, education, real estate, and insurance planning. PWM acts as a fiduciary, prioritizing client interests.
Assets Under Management$130M
Clients12
Advisors1
Avg. per Client$11M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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