Pettibone Wealth Management (PWM) manages investment portfolios for individuals, trusts, and small businesses. PWM works with clients to determine their investment objectives and risk profile, using investment and portfolio allocation software. PWM monitors client portfolios and holds review meetings. PWM may recommend mutual funds, individual stocks, and ETFs. PWM also provides advisory services to employee retirement benefit plans.
Assets Under Management$27M
Clients46
Advisors1
Avg. per Client$590K
Avg. per Advisor$27M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.75% |
Annual fees are negotiable provided there is a written agreement.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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