PF Wealth Management Group offers investment management, cash management, insurance, retirement planning, education funding, and estate planning. They create financial implementation plans tailored to clients' values, goals, and risk tolerance. They use a turnkey asset management program for back-office support, including asset allocation and administrative services. They may refer clients to third-party professionals for specialized advice.
Assets Under Management$40M
Clients122
Advisors1
Avg. per Client$330K
Avg. per Advisor$40M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.5M | 0.88% |
| $3.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.63% |
| $10.0M - $15.0M | 0.57% |
| $15.0M - $20.0M | 0.55% |
| $20.0M - $25.0M | 0.50% |
| $25M+ | 0.45% |
Fees are non-negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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