Principled Wealth Advisors provides investment management, financial planning, and consulting services to individuals, families, trusts, retirement plans, and corporations. PWA offers discretionary and non-discretionary investment management, financial planning, consulting, and independent third-party money management. PWA requires a minimum account size of $250,000, but may accept smaller accounts at its discretion.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual advisory fee is 1.0%. Fees are negotiable and may be waived at PWA's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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