Safety of Principle Wealth Management offers portfolio management based on individual client goals and risk tolerance. They create investment plans and monitor portfolios regularly. They may also direct clients to third-party money managers. Financial planning services cover investments, insurance, taxes, retirement, college, and debt/credit planning.
Assets Under Management$3.8M
Clients24
Advisors1
Avg. per Client$160K
Avg. per Advisor$3.8M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees are negotiable based on number of client accounts, time spent on accounts and referrals of new clients.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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