Park Place Wealth Advisors, INC
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Park Place Wealth Advisors (PPWA) offers ongoing investment management based on your financial situation and goals. They also provide financial planning services, including comprehensive plans and single-issue plans. PPWA manages accounts through programs sponsored by VISION2020 Wealth Management Corp. PPWA may refer clients to third-party investment advisors and receives compensation for these referrals. Daniel Gannett is also a registered representative of Osaic Wealth, creating a potential conflict of interest.
Assets Under Management$87M
Clients138
Advisors2
Avg. per Client$630K
Avg. per Advisor$44M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $3.5M | 0.75% |
| $3.5M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Fees above $10 million are negotiable. VISION2020 retains a portion of the management fee ranging from 0.15% to 0.035%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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