Assets Under Management
$373.2M
Number of Clients
282
Number of Advisors
1
Average Client AUM
$1.3M
AUM per Advisor
$373.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Portfolio Wealth Advisors (PLLC) provides investment supervisory and management services to individuals, high net-worth individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and corporations. They design custom portfolios based on client's financial circumstances and investment objectives. PLLC requires the use of Charles Schwab & Company as custodian.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $5.0M | 1.10% |
| $5M+ | 0.85% |
Fees may be negotiable based on assets under management and complexity of services.
6100 Uptown Blvd Ne, Suite 540, Albuquerque, NM, 87110