Private Wealth Advisors is a registered investment advisor based in Fresno, California, providing personalized portfolio management and financial consulting services to individuals, families, and businesses. Private Wealth Advisors designs customized investment strategies primarily utilizing exchange-traded funds, mutual funds, equities, and options to align with client goals and risk tolerance. In addition to ongoing portfolio management, Private Wealth Advisors provides consulting services covering retirement planning, estate planning, tax planning, real estate analysis, and debt evaluation. Private Wealth Advisors also offers pension consulting for employee benefit plans and serves as the general partner for private real estate investment funds. Portfolios are actively monitored and rebalanced, and Private Wealth Advisors operates with a legal obligation to act in the best interest of its clients.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.50% |
| $150K - $250K | 1.35% |
| $250K - $500K | 1.25% |
| $500K - $750K | 1.15% |
| $750K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.65% |
| $5.0M - $6.0M | 0.60% |
| $6.0M - $7.0M | 0.55% |
| $7M+ | 0.50% |
Rates apply to non-fixed income portfolios. Fixed income-only portfolios range from 0.10% to 0.50%. Fees are negotiable.