Pariter Wealth Management Group (PWMG) offers investment advisory services, financial planning, tax planning, estate planning, and retirement planning to individuals, corporations, trusts, and other entities. PWMG manages client accounts on a discretionary basis, but also offers non-discretionary services. PWMG may recommend sub-advisors to manage client accounts.
Assets Under Management$16M
Clients36
Advisors3
Avg. per Client$450K
Avg. per Advisor$5.4M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable and based on the type of services needed, household assets under management, and portfolio size.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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